Seegel Lipshutz & Wilchins has extensive experience in business succession planning as well as in advising clients concerning family and closely held businesses. The owners of businesses are confronted with numerous issues and opportunities when planning for the transfer of either the ownership interests or the control of the entity. Seegel Lipshutz & Wilchins has extensive and varied experience in all aspects of business succession including drafting and implementing shareholder agreements; providing alternatives to funding such agreements, including insurance planning; and structuring the transaction of sales and gifts of business interests, including utilization of valuation discounts.
The firm has extensive experience dealing with family concerns and negotiating solutions for different members of the family or owners. The firm often provides consultation with owners and family members in attempting to balance the interest of the parties, while protecting the value of the entity and by providing family members or owners with the appropriate control and equity that is necessary or appropriate.
