Ownership Continuity And Business Succession

  • Assist owners in developing a buy-sell agreement including guidelines to be used to value ownership interests

  • Develop extensive business succession plans
    • Assist in establishing an outside board of directors to work with new management and address issues of:
      • Continuation of income for the current owners
      • Succession of management for the business
      • Succession of ownership of the business
      • Estate and income tax reduction
      • Interim plan if current owners die or become disabled unexpectedly

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