Succession Planning

Retirement can seem impossible. We can help you plan your exit.

If you are like the majority of the other 30 million small business owners in the U.S., your business is the majority of your retirement plan.

Start succession planning before it’s too late.

Most small business owners start thinking about succession planning in their 60s, when they are facing retirement. Not only is this too late, but the vast majority of owners fail to consider what will happen if they die or a disability stops them from being able to run their business before retirement.

Selling your business in a fire sale is not the best way to ensure financial security for your family. The same is true for succession planning.

We can help you plan your transition.

Whether or not you are ready to transition out of your business tomorrow or are looking down the road 20 years, exiting your business involves careful planning. Owners may benefit from providing employees with phantom stock or profit-sharing agreements, structures allowing you to transfer ownership interests to employees over a drawn-out period of time. Owners looking to sell their business will need assistance negotiating sale agreements and consulting agreements.

No over-lawyering. No big delays. Just high-quality service.

The attorneys of Waltz, Palmer & Dawson, LLC have assisted numerous clients in successfully transitioning out of their current business through careful, structured planning. We look at the immediate structure in place and help you achieve your specific goals by devising a new structure tailored to your needs.

“We have worked with Waltz, Palmer and Dawson LLC legal team for several years now and find them very professional, responsive and knowledgeable. They helped us with everything from developing a purchase and buy sell agreement, to complete estate planning. We would highly recommend their law firm for your professional and personal legal needs.”

a start electric logoPete Kica
President

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Succession Planning

Succession planning is for all ages, business shapes and sizes. Planning ahead is the best way to ensure financial security.

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Contact WPD to get help with your succession planning.

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