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Corporate & Transactions
Corporate & Transactions

Business Succession Planning

Winthrop attorneys help business owners develop succession plans for the future transfers of their closely-held businesses. We work with each client to determine their unique goals, objectives, and timelines. We develop strategies and implement plans to address ownership, control, management, key employees, family dynamics, and taxes. Whether you plan for your business to stay in the family for generations or you are already preparing to sell your business, a thoughtfully developed business succession plan will help you achieve your goals.

Our Approach

You have worked hard to build, grow, and sustain your business, so it is only natural to want to protect it and ensure its success going forward. Our business succession attorneys work closely with business owners, in concert with their team of professional advisors (CPAs, investment advisors, insurance advisors, CFOs and other and business managers) to create a successful plan for the continuation of the organization.  Together, we make a plan to help you achieve your goals while planning for the unexpected to give you peace of mind.

Clients Include

  • Closely held business owners

Focus

  • Buy-sell agreements
  • Compensation and benefit planning
  • Continuity of control
  • Retaining key management and employees
  • Planning for incapacity
  • Non-compete agreements
  • Tax considerations
  • Insurance matters
  • Real estate
  • Intellectual property concerns
  • ESOPs