Succession Planning

Succession Planning Services

It is crucial to develop and implement a well-designed succession plan for a company when transferring ownership to family heirs, handing down a business to key employees, or positioning a company for sale. There are many considerations involved in finding the right succession plan for each business's unique situation. Our professionals at MMKR are knowledgeable and committed to helping implement a plan that will meet the needs of the company and make sure that all the hard work of creating and growing the company is safeguarded. Our overall goal is to meet your individual needs and make your future plans a success.

Our succession planning services include:

  • Business valuation
  • Buy/sell agreements
  • Estate planning
  • Tax planning
  • Estate and gift tax planning
  • Intra-family transfers
  • Employee stock ownership plans (ESOP)
  • Mergers and acquisitions
  • Divisive reorganization
  • Key employee buyout

If you have questions, please don’t hesitate to contact us.