Business Organization and
Succession Planning In Scottsdale, AZ
Business Organization
General Business Advice
Business Succession Planning
We often are called upon to help business owners plan for the eventual transfer of the business, whether it may be a sale or transfer to a family member, sale to a partner, sale to a key employee, sale to an equity investor, or sale on the public market. Succession planning can be a difficult process. We have worked with companies to develop appropriate strategies (e.g., outright sale of the business, recapitalization, gift programs, employee stock option plans, and shareholder agreements).
We assist clients in the integration of business planning techniques and estate planning in Scottsdale by providing advice on the tax and non-tax issues attendant to the transaction, including capital structure reorganizations and valuation issues. We also work with third party financial advisors to locate the highest and best value for our clients’ businesses.
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