Business Formation and Successsion

Business Planning

For clients who own a closely held business, it is important to plan for how the business would continue in the event of the owner’s death, retirement, or incapacity. We advise business owners of all sizes on planning for continuity of management and ownership, and providing for family members who do not wish to be active in the business. This planning typically involves working collaboratively with the business owner’s existing financial team, including accountants and financial advisors.