Proper business succession planning is an important step for any organization, from mom-and-pop operations to companies employing hundreds of workers. At Gorman & Jones, PLC, our Phoenix business succession planning attorneys are experienced in estate planning, probate and estate administration. We have the skill to manage your succession process.
We Put Our Experience to Work for You
Our Arizona estate planning lawyers have over 20 years of combined legal experience helping individuals and business owners plan for their family’s future. We have helped numerous companies and families ensure that their businesses are left in the hands of their desired heirs. We can plan for your succession years in advance, or handle the transfer of ownership at the time of succession. In either case, you can rely on our knowledge and experience to make sure that the job gets done properly and correctly.
We Can Handle All Succession Issues
There are numerous challenges and numerous options available when it comes time to plan or execute a proper business succession plan. We work closely with a broad range of experts, including tax professionals, family law experts, appraisers and accountants to comprehensively value your business while protecting your interests. We can handle many areas that arise, including issues relating to:
- Shares and share agreements
- Heir agreements
The attorneys at Gorman & Jones, PLC, will meet with you to determine your goals. Your interests may be best served by creating a trust and moving ownership to the trust. Or your interests may be better served by negotiating with family members regarding short- or long-term buy-out plans. Perhaps delaying ownership transfers to reduce tax liabilities is the best course of action. In any case, we understand that there is not a one-size-fits-all plan. We will tailor your plan in order to meet your unique business and family needs.
Call for a Free Consultation With a Scottsdale Formation Attorney
From business formation to trust services, we can create a plan that honors your wishes. Contact our Phoenix estate tax lawyers online or call 602-388-1623 for a free initial consultation. With five offices in the Phoenix area and evening and weekday appointments, we are here for your convenience.