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Burlington, VT office 802.540.0529
Hanover, NH office 603.643.6072
Rutland, VT office 802.773.3822
Woodstock, VT office 802.457.9492

Business Succession Planning

For our clients who are owners of privately held businesses, an important part of estate planning focuses on maximizing economic and intrinsic value of such businesses for all generations. This includes development of tax-efficient strategies for transferring ownership, assessment of advantages and disadvantages of sale versus retention, recognition of competing interests among family members, and minimization of the impact of a transition on key non-family member employees.

The planning process typically includes:

Successful business results in a feeling among family members that the business and all that it represents has been transferred recognizing the personal and economic needs of the entire family in a sensible, equitable and tax efficient manner.