Business Succession Planning

Family businesses have been the cornerstone of Bricker Graydon’s extensive history. We've partnered with numerous business owners to develop and execute successful strategies aimed at preserving and ensuring the continued legacy of their company for generations to come, while strategically minimizing the impact of estate taxes on their hard-earned assets.

Our team of attorneys, experienced in tax law, estate planning, strategic planning, employment law, securities and financing, as well as business law, collaborate seamlessly to support these businesses and their owners in preparing for the smooth transition of ownership and management. We are committed to facilitating the transfer of wealth associated with the business while safeguarding its long-term viability.

Our comprehensive services in this regard encompass:

• Collaborating with owners to devise a robust succession structure.
• Crafting plans for the retention of key employees who are not owners or family members.
• Assisting owners in navigating the complexities of balancing the needs of different generations and resolving intra-family conflicts.
• Providing expert guidance in estate and strategic planning, including specialized advice on charitable tax planning.