business counseling services header

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



Steven M. Harris profile image

Steven M. Harris

Robert A. Cohen profile image

Robert A. Cohen

Anthony D. Konkoly profile image

Anthony D. Konkoly

Michelle F. Kantor profile image

Michelle F. Kantor

Alan M. Burger profile image

Alan M. Burger

Richard S. Cooper profile image

Richard S. Cooper

James E. Stief profile image

James E. Stief

Shawn M. Riley profile image

Shawn M. Riley

John P. McNew profile image

John P. McNew

Chad Arfons profile image

Chad Arfons

Ahmed E. Ammar profile image

Ahmed E. Ammar

Rick L. Hindmand profile image

Rick L. Hindmand

Charles B. Zellmer profile image

Charles B. Zellmer

David M. Kall profile image

David M. Kall

Jeffrey R. Huntsberger profile image

Jeffrey R. Huntsberger

Patrick J. Berry profile image

Patrick J. Berry

Todd C. Baumgartner profile image

Todd C. Baumgartner

Christal L. Contini profile image

Christal L. Contini

Morgan Mackovjak profile image

Morgan Mackovjak

Jason M. Klein profile image

Jason M. Klein

Ilirjan Pipa profile image

Ilirjan Pipa

Michael J. Kaczka profile image

Michael J. Kaczka

Rachel H. Yaffe profile image

Rachel H. Yaffe

Michael J. Meaney profile image

Michael J. Meaney

Jason M. Smith profile image

Jason M. Smith

Joseph J. Weinberg profile image

Joseph J. Weinberg

Christopher Riley profile image

Christopher Riley

Lisa S. Lauer profile image

Lisa S. Lauer

Patrick A. Karbowski profile image

Patrick A. Karbowski

David A. Agay profile image

David A. Agay

Michael J. Klein profile image

Michael J. Klein

Emily A. Johnson profile image

Emily A. Johnson

Joshua Gadharf profile image

Joshua Gadharf