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Succession Planning

Succession Planning

Succession planning can be difficult to master without a team of experts in your corner. Passing your business down from one generation to the next may seem more than do-able on your own, but did you know that family succession in the second and third generations has less than a 10 percent success rate?

Aevitas Law can help to ensure your business and your legacy plan live on for much longer – and do so in a tax-efficient manner.

Aevitas Law’s succession planning system

Our firm focuses on helping you formulate a plan that adeptly navigates the tax code to benefit your family in both the present and the future. We are proud to say that we have successfully assisted many local business owners transition their businesses from one generation to the next, all while staying true to the multi-generational stewardship principles that are important to them.

Our process

Taking the time to recognize the goals and objectives of a business owner, as well as his or her successor(s) means everything to us. We have a deep understanding of how “passing the torch” can be a career-defining moment, so we do everything in our power to create a win-win scenario for both parties that does not limit the client’s options moving forward.

Although the actual steps for succession planning can differ on a case-by-case basis, we always make sure to:

  • Identify important positions and strategies that will play an immediate role upon the client’s departure, including ownership transfer strategies.
  • Align plans with future goals and visions to ensure the legacy plan lives on untainted.
  • Document succession plans that map out various timelines, roles, and responsibilities. These include ownership restriction documents.
  • Keep an open mind, because compromise is important, and we want to ensure that all parties are satisfied upon settlement.

Call Aevitas Law today

For more information on how Adrian and the team at Aevitas Law can help to solidify your legacy, please call (717) 723-9160, or email us at [email protected].


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