Success Story

Succession Planning for Business Owner

The Problem

Business owners faced difficulty planning for the future of their business, including succession and tax-related concerns.

Our Solution

Our Attorney helped the business owners navigate the discussion of planning for the future of the business with different owners, developing a succession plan utilizing Buy-Sell Agreements, life insurance, and estate planning.

Clients made a plan for the future of the business and were able to fund it with various resources. Learn more about our Business, Estate Planning, and Taxation Services.