Business Succession Planning

As a business owner, you are no stranger to long hours, hard work, and planning your company’s next moves. Having a solid business succession plan is an investment in the value and future of your company and ensures the continued long-term growth of your business while protecting your interests and objectives. At Berlin Patten Ebling our focus is helping you achieve your unique retirement goals and to design and implement a succession plan to preserve, protect and transfer assets, helping to maximize a return for the founders of the business and ensure your business’ legacy.

Business succession is a complex process that demands an attentive, customized approach as every business is unique. Our business succession planning attorneys give personalized care and attention as there is no “one-size fits all” approach to transitioning a business. We will also work with your professional advising team (CPA, financial advisor, etc.) to make sure that your goals are identified and part of your succession planning.

In order to formulate an effective business succession strategy, our attorneys consider strategies to address the following:

  • Provide fringe benefits for self and family
  • Avoid or minimize capital gain tax on the sale of entity assets
  • Utilize most effective entity structures for operations
  • Protect your business from employee malfeasance
  • Ensure proper employment and management structure
  • Ensure smooth transition of ownership
  • Obtain optimal value for ownership interest
  • Planning for contingencies to ensure the continuation of business operations

Recent Estate Planning & Tax Blogs

Come Find Us

SARASOTA OFFICE
3700 South Tamiami Trail, Suite 200
Sarasota, FL 34239
Phone: 941-954-9991
Fax: 941-954-9992
Get Directions »

VENICE OFFICE
247 Tamiami Trail South, Suite 201
Venice, FL 34285
Phone: 941-955-9991
Fax: 941-484-9992
Get Directions »

LAKEWOOD RANCH OFFICE
8433 Enterprise Circle, Suite 100
Lakewood Ranch, FL 34202
Get Directions »

TAMPA OFFICE
Grand Central Place
442 W Kennedy Blvd #312,
Tampa, FL 33606
Get Directions »

The Proof is in the Rating

bbb west florida

PRACTICING ATTORNEYS

Mark C. Mann, Esq.

Pamela Hernandez, ESQ.
Pamela Hernandez, ESQ.

Pamela Hernandez, ESQ.

Andrew J Conaboy

Andrew J. Conaboy, ESQ.

Chris K Caswell

Christopher K. Caswell, ESQ. MBA. CFP.

Schedule Estate Planning Consultation

  • Personal Information

  • Name as it will appear in legal documents
  • Name as it will appear in legal documents
  • What are your planning objectives?

    Please identify the reasons you are considering planning or areas you would like to learn more about (select as many as you wish):
  • “For special needs beneficiaries only: By providing instructions, people, and assets to support your special needs beneficiaries above a poverty lifestyle.
    For business owners only: By providing for the orderly continuation and transfer of family business interests rather than a distress sale
  • A member of the Berlin Patten Ebling Estate Planning Department will be in touch with you shortly to schedule a consultation. Please acknowledge that this information is being provided for initial information purposes only, and additional information and consultation will be necessary to prepare your estate planning documents. NO ATTORNEY CLIENT RELATIONSHIP IS CREATED BY YOUR SUBMITTAL OF THIS INFORMATION. Information provided will remain confidential and held in compliance to our privacy policy.
Menu