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Family and closely held business counseling

Family and closely held businesses operate in a unique space. On top of the challenges that come with running a successful business, you must maintain healthy family dynamics – which can be a challenge in and of itself. That is why our attorneys focus on becoming trusted advisers to our family and closely held business clients. We take a hands-on approach, getting to know your business and your family. Building strong relationships allows us to assist with everything from day-to-day legal needs to long-term growth strategy. We help you find the balance between corporate objectives and family goals, and we have the experience and expertise to help you achieve both.

When it comes time to exit your business, we can help with that too. Succession planning is perhaps the most difficult and most important tasks you face when owning a business. Our attorneys can assist you with the process to ensure the efficacy and sustainability of your company. We have the knowledge, tools, skills and insight to find and implement the succession planning strategy that fits your needs and addresses the many complex issues that go into such a transition. This includes working through internal family conflict and making sure you have peace of mind when you step away from your business. We’ll work to ensure your vision and goals for your company are met – and help make sure you are financially able to pursue new ventures.

Some of the issues to consider include:
  • An heir apparent
  • The role of family members in the business and your family's financial dependence on the business
  • The long-range plans and goals for your company
  • Timing for transferring ownership and control
  • The future involvement of senior managers and long-time members of your company
  • Cash flow needs
    • Transferring ownership
    • Bequeathing it to a member of the family
    • Employee Stock Ownership Plans (ESOPs
    • Installment sales
    • Management buyouts



Christopher G. Hawley profile image

Christopher G. Hawley

Jason M. Smith profile image

Jason M. Smith

Jason M. Klein profile image

Jason M. Klein

Rick L. Hindmand profile image

Rick L. Hindmand

Frank Wardega profile image

Frank Wardega

Michael P. Witzke profile image

Michael P. Witzke

Steven M. Harris profile image

Steven M. Harris

Amy Wojnarwsky profile image

Amy Wojnarwsky

Christopher Riley profile image

Christopher Riley

Morgan Mackovjak profile image

Morgan Mackovjak

Michael J. Kaczka profile image

Michael J. Kaczka

Kirstyn Wildey profile image

Kirstyn Wildey

Richard S. Cooper profile image

Richard S. Cooper

David A. Agay profile image

David A. Agay

John G. Marvar profile image

John G. Marvar

Mazen Asbahi profile image

Mazen Asbahi

Christal L. Contini profile image

Christal L. Contini

James E. Stief profile image

James E. Stief

Shawn M. Riley profile image

Shawn M. Riley

Bernard L. Karr profile image

Bernard L. Karr

Michael J. Meaney profile image

Michael J. Meaney

David M. Kall profile image

David M. Kall

Jeffrey R. Huntsberger profile image

Jeffrey R. Huntsberger

Patrick J. Berry profile image

Patrick J. Berry

Robert A. Cohen profile image

Robert A. Cohen

Todd C. Baumgartner profile image

Todd C. Baumgartner

Raul Valero profile image

Raul Valero

Patrick A. Karbowski profile image

Patrick A. Karbowski

Michelle F. Kantor profile image

Michelle F. Kantor

Ilirjan Pipa profile image

Ilirjan Pipa

Charles B. Zellmer profile image

Charles B. Zellmer

John P. McNew profile image

John P. McNew

Rachel H. Yaffe profile image

Rachel H. Yaffe

John T. Metzger profile image

John T. Metzger

Joseph J. Weinberg profile image

Joseph J. Weinberg

Alan M. Burger profile image

Alan M. Burger

Lisa S. Lauer profile image

Lisa S. Lauer