Coleman Talley attorneys counsel clients in succession plans by balancing both business and family goals to help successfully pass the family business to the next generation.
We obtain a clear vision of the company’s future through:
- Identifying the owner’s business goals, family goals, and financial needs;
- Transitioning management of the family business;
- Transferring ownership of the business; and
- Estate planning for the owner(s) and family.
Our attorneys have decades of experience providing family business succession planning services, including:
- Management succession
- Family limited partnerships
- Recapitalization
- Buy-sell agreements
- Profit sharing/pension planning
- Tax planning (federal, gift, estate, real property, etc.)
- Business valuation
- Private Annuities
- Employee Benefits and Insurance
- Stock bonus plans
- Installment sales
- Gift/Sale transactions
- Salary Continuation Agreement
- Deferred Compensation
- Estate Planning