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.