The Most Important Transaction of Your Life

Are you a business owner thinking about business succession? Are you concerned about leaving a mess for your spouse and your estate administrator? Do you consider yourself the steward of your family assets? Do you feel responsibility for all your constituencies – your family, your employees, your employees’ families, your clients and customers? Then I can assure you of the sense of relief you will have when your business succession plan is in place.

There are three main options that you should consider. Then you should consider how prepared are you to undertake any of those options with minimal risk and maximum chance of success.

Sales to Co-Owners
Sales to Co-Owners

If sales to your co-owners is your most likely succession plan, are you prepared for the departure of a co-owner? Do you even have a Buy-Sell Agreement? If you do have one, how long ago was it created?

Sales to Employees
Sales to Employees

If selling to your key employees or junior associates is your best succession plan, do you have any idea how to accomplish that with minimal risk to yourself, while also structuring the sale so your successors can afford it?

Sales to Outsiders (M&A)
Sales to Outsiders (M&A)

If a sale to outside third parties is your plan, have you done everything you can to optimize your business and its assets to achieve highest value?  Are you and your advisors prepared for a sale?

Practice Areas

Since 1986, I have practiced as a business lawyer, working with entrepreneurs and business owners at all stages of the business cycle.  Since around 2009, I have focused my practice on Business Succession: helping entrepreneurs and business owners accomplish successful transitions of ownership in their businesses, whether traditional purchase and sale of a business, internal transitions of ownership, such as to employees or family members, and partner and co-owner arrangements generally. Any work that I may do outside of that focus is either for clients that have been with me prior to 2009, or work provided as an accommodation to Business Succession clients.  I welcome inquiries in all areas of business law, and am happy to make referrals to other experienced attorneys for work outside my focus. 
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Transaction Highlights


In my career, I have been involved in an extensive amount of business purchase and sale transactions, ranging in size from $60,000 to $27,000,000… Read More


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