Business Succession

Business Succession and Wealth Management Strategies

Our business attorneys and professionals collaborate with owners of closely held businesses to develop transition strategies that achieve each client’s personal and professional goals—whether those include maximizing wealth, transferring ownership to family members or employees, philanthropic pursuits, or new entrepreneurial ventures.

This type of planning usually integrates business strategies with estate planning techniques in order to minimize business, personal, and estate tax consequences—with an eye toward reducing overall cost and complication. To achieve optimum results, we utilize the expertise of the entire team at Landerholm, ensuring each strategy is properly tailored to each client’s unique situation.