Business Transitions
Planning for a business transition with an eye toward the tax, timing, and family realities.
A sale or ownership transition is almost never just a transaction document. It may involve transfer restrictions, timing concerns, continuity issues, family dynamics, tax implications, and legacy goals. Roni helps clients address the whole picture.
Schedule a 15 min ConsultationTransition matters may involve:
- Sale or purchase of a business
- Succession planning for multi-generation family-owned businesses
- Shareholder agreements, transfer restrictions, and buy-sell provisions
- Installment-sale structures to defer or reduce the capital-gain taxes
- Coordination between business transition planning and estate planning
Representative projects
- Assisted owners of manufacturing firm strategize the tax-efficient transition to the third generation.
- Negotiated sale of a construction company division to Cintas, a Fortune 500 company and the lease of building back to the buyer.
- Negotiated sale of an ophthalmology practice and interest in a surgery center.
- Negotiated two-stage sale of a Goddard School franchise and related lease terms.
- Spun off a corporate division to preserve qualified small-business stock (QSBS) treatment to significantly reduce or eliminate capital gain taxes.