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Business Succession Planning

Proactive succession planning is critical to securing the continuity of your family-owned business and maximizing returns prior to a transition of ownership. With the right team of advisors on your side, you can ensure that your exit strategy is optimally aligned with your and your family’s long-term objectives.

Whether preparing business succession agreements or identifying opportunities for tax minimization in advance of an intergenerational transfer, CSG’s seasoned estate planning attorneys work closely with the firm’s Corporate & Securities Group in serving the dynamic needs of family-owned businesses.

Our attorneys take a practical approach to helping business owners identify and implement a succession plan that best reflects their current situation and future goals by addressing several key challenges faced by businesses in transition, including assessing business ownership and asset transfer strategies, determining the allocation of value and control, and strategic tax planning.