Family Business Planning

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:

  1. Identifying the owner’s business goals, family goals, and financial needs;
  2. Transitioning management of the family business;
  3. Transferring ownership of the business; and
  4. 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

Atlanta (Buckhead)
3344 Peachtree Road NE
Suite 1950
Atlanta, GA 30326
(770) 698-9556
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Jacksonville (Downtown)
1 Independent Drive
Suite 3130
Jacksonville, FL 32202
(904) 456-8949
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Jacksonville (Deerwood)
10161 Centurion Parkway
Suite 310
Jacksonville, FL 32256
(904) 456-8959
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109 South Ashley Street
Valdosta, GA 31601
(229) 242-7562
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