Home » Practice Areas » Business and Corporate Law » Business Succession Planning
Rossway Swan’s attorneys have extensive experience in the creation of strategic succession plans 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 firm assists clients to effectively plan for succession events including when a senior-level partner or owner, retirement, incapacity, or death.
Proper succession planning is essential for closely-held businesses who have to plan for vital individuals departing the business while maintaining the business’s characteristics and success. The lawyers at Rossway Swan employ a multitude of strategies to help businesses survive through generations and beyond their founders. Some of the strategies employed by our attorneys include:
With a full understanding that business succession planning is closely related to personal estate planning, the depth of our firm’s experience in both areas provides our clients the opportunity to comprehensively prepare for both the exit from their business and the management and transfer of their personal estate. Our attorneys provide clients the means to preserve their legacy and pass on family businesses and wealth to the next generation.
The Modern One Building
2101 Indian River Boulevard Suite 200
Vero Beach, Florida 32960
Telephone: 772-231-4440
Facsimile: 772-231-4430
One Harbor Place
1901 South Harbor City Blvd. Suite 500
Melbourne, FL 32901
Telephone: 321-984-2700
Facsimile: 321-723-4092
Marina Lakes Professional Building
Rossway Swan is committed to making its website usable by all people by meeting or exceeding the requirements of the Web Content Accessibility Guidelines 2.0 Level AA (WCAG 2.0 AA). Please be aware that our efforts are ongoing as we incorporate the relevant improvements to meet WCAG 2.0 AA guidelines over time. If you have specific questions or concerns about the accessibility of this site or need assistance in using the processes found within this site, please contact us at (727) 522-8841 ext 101. If you do encounter an accessibility issue, please be sure to specify the page and we will make all reasonable efforts to make that page accessible. For further inquiries please email thefirm@rosswayswan.com.
NOTICE
Although we would like to hear from you, we cannot represent you until we know that doing so will not create a conflict of interest. Also, we cannot treat unsolicited information as confidential. Accordingly, please do not send us any information about any matter that may involve you until you receive a written statement from us that we represent you (an ‘engagement letter’).
By clicking the ‘ACCEPT’ button, you agree that we may review any information you transmit to us. You recognize that our review of your information, even if you submitted it in a good-faith effort to retain us, and, further, even if you consider it confidential, does not preclude us from representing another client directly adverse to you, even in a matter where that information could and will be used against you. Please click the ‘ACCEPT’ button if you understand and accept the foregoing statement and wish to proceed.