Succession issues are a routine part of our general business counseling, whether the business is a sole proprietorship, owned by unrelated partners, or family owned. We know that death, divorce, and disability are everyday issues that should be addressed long before they arise. B&M evaluates all options and variables to maximize our clients' return on their investment and minimize disruption to the business at the time of dissociation. Our clients understand that even family owned businesses require a clear plan to avoid uncertainty and conflict and give the company the best chance to grow and succeed into future generations. With their input and guidance, we prepare comprehensive agreements that give certainty and peace of mind to the owners, their family members and key employees. B&M also works with our clients to evaluate entity structure and diversification to ensure proper liability protection and utilization of available tax strategies and benefits as their businesses grow and mature. As always, we approach these important tasks with a view to the company's overall goals and the ambitions and needs of the owners and their families.

"Failing to plan is tantamount to planning to fail"

Please see our Estate Planning section for additional services and information.