Private Client

Business Succession Planning

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Sections

Overview

At Seward & Kissel, we advise clients on the succession of founder interests, concentrated stock positions, and family operating businesses in the event of death or incapacity.

From liquidity planning for estate taxes and buysell arrangements to the transition of ownership or control, we help clients identify risks and plan to minimize disruption to ongoing operations. 

Effective succession planning often begins with a clear understanding of the roles family members play as owners or operators. Voting and operational control can be separated from economic ownership through structures that incorporate appropriate checks and balances to support longterm success. 

Business succession planning develops over time. We work with clients to identify succession issues early, with the goal of avoiding challenges that can arise during probate or family disputes. 

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