Business Succession Plan

Business Succession Plan  

Overview

Kelley Kronenberg can help you develop a customized contingency plan, tailored to your situation and goals, to secure and protect the future of your business once you retire or are unable to fulfill your responsibilities due to incapacity or death.

From choosing a qualified successor to executing the succession plan, the firm is committed to creating a comprehensive process that minimizes the disruption to your business as leadership shifts.

Our firm assists with all types of transition options, including:

  • Selling business interests
  • Buy-sell agreements
  • Grantor retained annuity trusts (GRATs) or unitrusts
  • Private annuities
  • Self-canceling installment notes
  • Family-limited partnerships