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When you have worked hard to build a business, you are naturally concerned with its
transition to the next generation, your management team or other intended successor.
Because we have represented numerous family-owned or otherwise closely held businesses,
including those owned by third-generation family members, we are intimately familiar with
the many issues involved in succession and estate planning.
To develop a seamless succession plan, we carefully consider your needs and goals, as
well as those of your family and business. We then advise and assist you in the transition
of ownership to family members, business partners, trusted employees or others. In doing
so, we work closely wtih your other professional advisors, including accountants, financial
planners and insurance professionals.
Whatever the purpose of your succession plan, we give the necessary deliberation to all
corporate and estate planning issues so that you can meet your goals:
Transfer of ownership and management control
Lifetime gifting plans
Transition financing issues
Tax planning
Senior management retirement issues
Management buyouts and ESOPs
Charitable giving options
©2008 Stark & Knoll Co., LPA
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