Business Succession Planning

Business succession planning is closely related to personal estate planning. Integral Business Counsel’s expertise in both areas allows us to assist clients with integrating their business interests and estate planning, to establish viable business succession plans. We provide counsel to clients on succession matters, including:

• Management of business interests during an owner’s incapacity
• Drafting of buy-sell agreements
• Assistance with generational transitions, including the alignment of family interests and resolution of interfamily disputes
• Development of lifetime gift and estate plans that minimize taxes and avoid delays in the transfer and management of business interests
• Creation of succession plans that comply with stockholder and franchise agreements
• Preparation of shareholder agreements to ensure ownership stays with select individuals
• Structure of the sale or gifting of business interests
• Probate-avoidance of business interests

We encourage you to read more about our practice philosophy and what it’s like to work with us. For more information about our business succession planning services, contact IBC.