Business Succession Planning

Cody & Cody attorneys work closely with clients who own their own businesses to develop an understanding of not just the company, but also the owner’s long-term business goals. We help clients develop plans to smoothly transition ownership of the company while being mindful of the client’s cash flow needs and tax consequences to both current and future business owner.

To speak with one of our knowledgeable and experienced business succession experts, please click here.

William’s Story

“

I dedicated my life to building my business. I want my kids to watch it grow.

I started my own business more than 20 years ago. My kids grew up in the business and I want them to run it when I’m ready to retire. Cody & Cody helped me map out a plan to transfer ownership of the company to them that was in line with my overall estate planning wishes.

”

William M*, Westwood on passing his business to his children

More Information

For the latest information regarding business succession planning, please visit our Planning Resource Center for presentations, newsletters and informative audio and video on this and other planning related topics.

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