Business Succession Planning

Rossway Swan’s attorneys have extensive experience in the creation of succession planning strategies for owners of privately-held businesses on the cusp of a generational change. Our clients include traditionally operating businesses, entrepreneurial enterprises, family investment partnerships, and large family foundations.

Our Business Succession Planning practice capabilities include:

  • Developing tax-efficient strategies for transferring ownership and control through family generations;
  • Planning for harmonious transitions of the business either during the owner’s lifetime or at death; and  
  • Assisting clients in the sale of an operating business and/or the conversion of an operating business into an investment-oriented family venture.