Business Planning

Looking Forward For Continued Success of Your Business

If you are a business owner, Business Succession Planning is critical to preventing your business from getting caught up in ownership and control disputes among family members and shareholders upon your retirement or passing away.

I understand the concerns of business owners about how their business will remain in the hands of their chosen successor.

Considering All of The Options

There are numerous options available to a California business owner when setting up or executing a Business Succession Plan:

• Buy-Sell Agreements
• Integration with the Living Trust or other Estate Planning tools
• Gifting
• Stock purchase agreements
• Stock repurchase agreements
• Shareholder Agreements
• Family Limited Partnerships

Tailoring The Plan For You

I work directly with my clients to consider family dynamics and capabilities in relation to the long term business needs of the client and family.

The implementation of intelligent exit strategies to minimize tax consequences, provide for continuing income after retirement, and to pass the family business on, requires a team approach with the client, the attorney, and the client’s accountant.

A business often represents the client’s biggest asset in their estate, and requires a well structured approach in the overall estate plan.

Protect Your Rights and Assets

The early stages of planning are critical.

Call me directly at 1-714-385-0044 to schedule consultation.