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