skip to main content
PilieroMazza PLLC.
  • People
  • Services
  • Insights
  • Join Us!
  • Contact Us
PilieroMazza PLLC.
  • About Us
  • People
  • Services
  • Insights
  • Join Us!
  • Contact Us
PilieroMazza PLLC.

Business Succession Planning

email icon
print icon
share icon

Overview

Toggle Button Open

Planning for the longevity of your business beyond your ownership and management is oftentimes an overlooked component of regular business operations, whether you are looking to create an enduring family legacy or planning for retirement. You worked hard to form, maintain, and grow your business, and attorneys in PilieroMazza’s Business & Transactions Group can assist you in building your legacy and facilitating the achievement of your goals—whether you are transitioning the business from one familial generation to another or positioning your business for a transition to management or employee ownership—our team has substantial knowledge of key business succession planning considerations.

Your exit strategy will affect your employees, your family, your assets, and your tax obligations. Our team regularly works with business owners and professional service providers—such as accountants, financial advisors, estate planners, insurance providers, and tax attorneys—to create a tailored exit strategy that focuses on your specific goals. Establishing a plan of transferring control of your business is a critical part of your business succession plan.

To help you with the smooth transition of your company’s ownership, PilieroMazza’s business succession planning services includes:

  • preparing for the valuation of the business;
  • identifying potential future owners and goals for the future of the business;
  • maintaining key personnel via incentives;
  • asset and intellectual property protection strategies;
  • implementing transition and emergency protocols and procedures;
  • establishing a management structure built for sustainability and next-generation training;
  • working with estate planning and tax experts to address company ownership transitions;
  • determining owner liquidity needs and options upon retirement; and
  • facilitate any restructuring or reorganization of business ownership or assets.

Our People

Toggle Button Open

Kathryn L. Hickey

Partner

410.500.5551

khickey@pilieromazza.com

Francis G. Massaro

Associate

202.857.1000

fmassaro@pilieromazza.com

Emily J. Rouleau

Associate

202.857.1000

erouleau@pilieromazza.com

David T. Shafer

Associate

410.500.5551

dshafer@pilieromazza.com

Laura E. Sims

Associate

303.501.1300

lsims@pilieromazza.com

Michael Thurmond

Associate

202.857.1000

mthurmond@pilieromazza.com

Areas of Focus

Toggle Button Open

Related Practice Areas

  • Business & Transactions
  • Corporate and Organizational Governance
  • Debt Financing
  • Employee Incentive and Bonus Plans
  • Mergers & Acquisitions
  • Private Equity & Venture Capital
Overview Our People Areas of Focus

Planning for the longevity of your business beyond your ownership and management is oftentimes an overlooked component of regular business operations, whether you are looking to create an enduring family legacy or planning for retirement. You worked hard to form, maintain, and grow your business, and attorneys in PilieroMazza’s Business & Transactions Group can assist you in building your legacy and facilitating the achievement of your goals—whether you are transitioning the business from one familial generation to another or positioning your business for a transition to management or employee ownership—our team has substantial knowledge of key business succession planning considerations.

Your exit strategy will affect your employees, your family, your assets, and your tax obligations. Our team regularly works with business owners and professional service providers—such as accountants, financial advisors, estate planners, insurance providers, and tax attorneys—to create a tailored exit strategy that focuses on your specific goals. Establishing a plan of transferring control of your business is a critical part of your business succession plan.

To help you with the smooth transition of your company’s ownership, PilieroMazza’s business succession planning services includes:

  • preparing for the valuation of the business;
  • identifying potential future owners and goals for the future of the business;
  • maintaining key personnel via incentives;
  • asset and intellectual property protection strategies;
  • implementing transition and emergency protocols and procedures;
  • establishing a management structure built for sustainability and next-generation training;
  • working with estate planning and tax experts to address company ownership transitions;
  • determining owner liquidity needs and options upon retirement; and
  • facilitate any restructuring or reorganization of business ownership or assets.

Kathryn L. Hickey

Partner

410.500.5551

khickey@pilieromazza.com

Francis G. Massaro

Associate

202.857.1000

fmassaro@pilieromazza.com

Emily J. Rouleau

Associate

202.857.1000

erouleau@pilieromazza.com

David T. Shafer

Associate

410.500.5551

dshafer@pilieromazza.com

Laura E. Sims

Associate

303.501.1300

lsims@pilieromazza.com

Michael Thurmond

Associate

202.857.1000

mthurmond@pilieromazza.com

Related Practice Areas

  • Business & Transactions
  • Corporate and Organizational Governance
  • Debt Financing
  • Employee Incentive and Bonus Plans
  • Mergers & Acquisitions
  • Private Equity & Venture Capital
  • About Us
  • People
  • Services
  • Insights
  • Join Us!
  • Contact Us

Washington, DC
888 17th Street NW
11th Floor
Washington, DC 20006

202.857.1000

Boulder, CO
1637 Pearl Street
Suite 202
Boulder, CO 80302

303.501.1300

Annapolis, MD
1910 Towne Centre Boulevard
Suite 250
Annapolis, MD 21401

410.500.5551

Sign up for Alerts

© 2021 PilieroMazza PLLC. All rights reserved.

  • Privacy Notice
  • Disclaimer | Attorney Advertising

Design by Herrmann Advertising