Business Succession Planning Strategy Session

A comprehensive consultation to review your business transition goals, evaluate succession options, and develop an actionable legal strategy.

💼 What We'll Discuss

This is a substantive legal consultation where we'll analyze your specific business situation and succession planning needs. Together, we'll explore:

  • Your business structure and ownership arrangements
  • Potential succession strategies (family transfer, management buyout, external sale, ESOP)
  • Tax implications and wealth preservation strategies
  • Estate planning integration and family considerations
  • Legal documentation requirements and timing
  • Next steps for implementing your succession plan

📋 How to Prepare

To make the most of our time together, please consider these questions before our meeting:

Helpful to Have (Not Required):

  • ✓ Recent business financial statements or tax returns
  • ✓ Current business valuation (if available)
  • ✓ Existing ownership agreements or partnership documents
  • ✓ Information about key employees and potential successors
  • ✓ Your timeline and goals for transition

❓ Common Questions

Is there any obligation to hire you after the consultation?
No. This is a no-obligation consultation to assess your needs and determine if we're a good fit to work together.
What if I'm not ready to transition for several years?
That's ideal. The best succession plans are developed years in advance, giving you time to optimize tax strategies and prepare your business for maximum value.
Can I bring my spouse, business partner, or financial advisor?
Absolutely. We encourage you to include anyone who will be involved in succession planning decisions.
What format is the consultation?
We offer both in-person meetings at our office and secure video consultations, depending on your preference and location.
What happens after the consultation?
We'll provide you with a summary of our discussion and recommended next steps. If we decide to work together, we'll outline a specific engagement plan and fee structure.

Select Your Preferred Time

Choose a date and time that works for your schedule

⏱️
Duration
45-60 Minutes
💰
Consultation Fee
Complimentary
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Format
Video Call or In-Person
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Confirmation
Confirmed Within 2-4 Business Hours

Please review our SMS Terms & Conditions and Privacy Policy
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Confidential: All consultation discussions are protected by attorney-client privilege and handled with complete confidentiality.