Business Successions

Pay to get your documents in order now, or your family and business will later.

Get $98 Consult

For $98, I will teach you how to create a business transition plan in 30m. If you decide to move forward, the $98 will be funded toward our future work. If you learn nothing, I will refund your money.

Our mission is to protect businesses and business owners. We know the pitfalls, and our aim is to help you avoid them with execution of a strategic legal plan to reduce risk and improve business outcomes and objectives. Some of the proven business succession mechanisms we use include:

  • Creating trusts (revocable and irrevocable);

  • Modifying operating agreements and bylaws;

  • Issuing new units or shares;

  • Eliminating voting and ownership rights;

  • Estate Gift documentation; and,

  • Comprehensive Estate Plans.

Every business is a unique set of risks and liabilities. Let us help you create a business succession plan that works. No matter how simple or complex your situation, our team is ready to help.

"An ounce of prevention is worth a pound of cure.”

Ben Franklin

Your first step to protect your assets and create a successful exit plan is to schedule a $98 consult today.

Schedule $98 Consult