When you own a closely-held business, planning for the future isn’t just about personal assets. It’s about making sure that your business can smoothly transition when the time comes. A comprehensive estate plan that includes your business isn’t just a safeguard—it’s a strategic move to protect your legacy and your family’s peace of mind.

Why It Matters
For many business owners, the company is one of the most significant assets they have. Without a clear plan, transferring ownership can become complicated, costly, or even contentious. That’s why integrating your business into your estate plan is essential. It ensures that succession planning is in place, and that any transfer of ownership is both affordable and properly funded.

How We Do It
We use proven strategies like buy-sell agreements to outline exactly what happens if an owner leaves the business or passes away. We also consider techniques like applying a discount for lack of marketability, which can make the transfer of ownership interests more realistic and manageable. In other words, we bring a full toolkit to the table to make sure your business legacy is protected and that your family or partners have a clear, affordable path forward.