Treasure Coast Office: (772) 933-5289

Palm Beach Office: (561) 705-7246

Katz and Associates Florida Law Firm

Business Succession Planning Attorneys

Business Succession Planning Attorneys

Business Succession Planning Attorneys at Katz & Associates can help you put together proper retirement, risk avoidance, and exit strategies. We now offer remote legal services as well.

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What Does A Business Succession Planning Attorney Do?

You worked hard to create a successful company. For example, what happens down the road when you wish to retire? Furthermore, how about when there occurs unforeseen or foreseeable issues, or when you pass away? What is your plan? In other words, do you have one?


Much like estate planning, Business Succession Planning is necessary for many of the same reasons.


Consequently, a Business Succession Plan answers those tough questions with proven strategies including, but not limited to, implementing generational transfers, ESOPs, third-party sales, buy sell agreements, and third-party management buyouts. Above all, our business succession lawyers will guide you and your business partners through the difficult decisions related to your business transitions.


We help you put together the proper business succession plan suiting your needs and goals. Katz & Associates and its business succession planning attorneys are experienced in business law, estate planning, amongst other related areas. As a result, we have the know-how to develop and implement all types of plans for our business clients.


Our succession attorneys are ready to guide you whether you are coming to see us for succession related to retirement, liquidity, disability, or changes in management. Consequently, we will assist you to help preserve the value of your businesses through the business succession process. Let Katz & Associates Law Firm and its business succession planning lawyers help you obtain the legal insights for peace of mind.


Our business succession planning experts have great experience in this area. Our team includes expert wealth managers, financial planners, accountants, management consultants, investment brokers, residential and commercial real estate brokers, tax advisors, M&A advisors, commercial lenders, and other types of business experts and advisors. In other words, we are ready to help you with the business succession plan meeting your actual wishes.

What Is Business Succession Law?

The following are some of the services our business success lawyers will assist you with:


  • Preserve and Protect the value of your businesses leaving a legacy behind.
  • Complete a true and fair valuation of your businesses for proper business succession planning.
  • Help develop best practices to maintain profitability and enhance value of your companies.
  • Complete a full analysis of your businesses to better prepare for uncontrollable events such as death, disability, and economic downturns.
  • Develop strategies to lower your financial risks both in your businesses and personally.
  • Develop proper exit planning strategies meeting and/or exceeding your goals.
  • Drafting and negotiating business succession contracts and other related documents.
  • Collaborate with our team members and/or associates to help implement appropriate financial planning, tax planning, and retirement planning.
  • Assist you and others with compliance with all legal requirements.

Florida's Best Business Succession Lawyers

Most importantly, when you meet with us, you will benefit from the guidance of our business succession planning attorneys.


Contact us now for a consultation regarding your business succession planning needs now.


We want to help you and your business to be ready for tomorrow.


We are conveniently located in Stuart, Florida, and serve the entire State of Florida.


Contact us at our Stuart Florida office at (772) 933-5289 or fill out our contact form on the top of this page.

Get The Best Business Succession Attorneys Today!

(772) 933-5289

How To Hire A Business Succession Attorney

Our attorneys are available Monday through Friday 9am to 5pm for emergency situations send us an email and we will have someone reach out to you.


You can also reach us via email or through our site’s messaging system. One of our customer service representatives will get in touch with you to get the details of your concern and exact location.


During the consultation, our entertainment lawyer will perform the assessment and determine if your case has the ability to profit you.


From there, you can discuss your timeline and the cost of services so you can make the necessary adjustments based on your schedule and resources.

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