Business Succession Planning

Business Succession Planning


As many privately owned businesses mature, the owners and/or original founders are often confronted with the task of facilitating the orderly and tax-efficient transfer of their companies with minimal disruption to the business operations.

Whether the transfer will occur to a family member, key person, or unrelated party usually requires advance planning.

The Pacific Group works collaboratively with business owners and their tax and legal advisors to design the structure, valuation methodology, and funding mechanism with which to ensure a smooth, orderly transfer of the business assets.

This may include the creation of appropriately funded buy-sell agreements, Grantor Retained Annuity Trusts, and Consolidated-Control Recapitalizations.