Business Succession Planning Attorneys
Serving Central Florida

The firm understands the complicated nature of business succession planning and all the unique challenges it presents, particularly in privately held family-owned businesses. Our attorneys assist owners with planning for their businesses' continued growth, development, and refinement by working with them on their corporate structure, compensation of their executives, acquisition of real estate, development of growth capital, and eventually the exit transaction from the business. Throughout the entire process, our attorneys make it a priority to align our legal strategies with the business owner’s personal goals and objectives.

It is very common for family business owners to struggle with the involvement of family members in their succession plans. On one hand, business owners want to ensure the needs of the business are met. On the other hand, family business owners want to meet the emotional needs of the family in a multigenerational context. Our team works with those clients from a unique perspective and focuses on the interrelation of many facets of business and tax law with complex estate planning practices. These practices include handling family governance, family partnerships, dynasty trusts, liquidity planning, estate/gift and income tax planning, retirement and compensation plans for business owners and executives, and various types of charitable planning. 

Our team of qualified attorneys is here to help business owners with their business succession plan, whether it be with family members or through an advantageous exit transaction. We have office locations in Orlando, Lake Nona, Tavares, DeLand, and Port Orange, Florida. Reach out to us today to learn more about our services.