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Strategic Planning

Change is inevitable. Having the right agreements in place can protect a business from difficult, expensive and unexpected consequences.

The legal services provided by our business attorneys address the following issues:

  • Succession planning
  • Preparation and review of buy/sell and shareholder agreements
  • Coordination with professional service providers such as insurance agencies, appraisers, and accountants
  • Employee Stock Option Plan trust transactions (ESOPs)
  • Investment strategies
  • Benefits consulting
  • Stock strategy and management
  • Tax-efficient investing
  • Estate and trust planning
Have questions? Contact us.