Business Succession Planning

We assist our small to middle market, privately held businesses in all things corporate –from starting new companies or joint ventures to deciding how to exit the business they have spent years building. And everything in between.

We provide our ‘Start Up Menu’ to new companies to make sure they begin their dream with the right formation. In these matters it is as much about educating the new owners on avoiding the common startup problems as anything else. Our lawyers have been doing this for 30 years and have the experience to know what works best. Our clients can spend their time growing their business knowing that their CF+W lawyers have set them up for success.

We advise our growing clients on how to bring new shareholders on board as well as buying out other shareholders. We advise on stock option plans to incentivize employees. The results of a poorly advised shareholder situation are distracting and unnecessary. Our experience avoids the common and uncommon pitfalls. Often there are other family members involved – and we know how to take into account family dynamics.

Smart business owners should always have one eye on their strategy of exiting the business. We work with our clients to determine if the business should be handed down to the next generation, sold to the existing management team or sold to a third party. A review of each of these options strongly benefit from the considerable experience of CF+W lawyers. This one transaction will define the years of hard work put in by the business owner. Your lawyers need to have the experienced required to make this a home run for you.