Business Succession Planning
Like many entrepreneurs, your business represents most of your personal wealth and years of hard work. By designing business continuity plans, we assure quality management and a smooth transition of ownership between stockholders and their families.
Unfortunately, 65% of successful family businesses do not continue into the second generation. To protect and preserve your family business, proper planning, design, and implementation are essential.
Types of Buy-Sell Agreements
Entity Purchase Buy-Sell Agreement
Cross-Purchase Buy-Sell Agreement
Wait and See Buy-Sell Agreement
No-Sell Buy-Sell Agreement
Trusteed Cross-Purchase Buy-Sell Agreement
Key Executive Benefits
Attraction and retention of key people
Motivation and rewards for executives
Provision of select fringe benefits
Qualified and non-qualified plans
Stock options and appreciation rights
Employment agreements
Employment stock ownership plans (ESOP)
Employee Stock Ownership Plans (ESOP)
Our planning process is designed to increase your comfort in making decisions about and properly integrating these planning tools.
With you and your advisors, we listen, design, implement and maintain your preferences.
Corporate finance tool
Business succession tool
Tax-free shareholder liquidity
Deductible financing for capital costs
Tax-deductible management buy-out
Creditor protection and estate planning
Convert profit-sharing plan to working capital
Employee benefits
