Business Planning and Succession

Florida Estate Planning for Business Owners

Making sure you have clear goals for your business has probably always been a priority for you, but many people are uncertain about what they want their business to do after they pass. 

You may know that you envision a particular family member or group of family members at the helm or that you hope the business stays involved in a particular charitable mission close to your heart.  You may have certain goals that relate to your legacy and your family’s reputation that you want to uphold. 

Business succession planning helps you organize these ideas and then conditions other aspects of passing the business to certain parties on your goals.  If you do not have any conditions for the operations of the business, you still need an attorney to help you pass the business as is to the next owner.

The Kelley Law Firm has helped Florida business owners plan successions for many generations.  Our attorneys can assist you in making these specialized estate plans, too.

What Estate Attorneys Do to Help Your Business Succeed

Kelley attorneys handle all aspects of business planning and succession:

  • Succession or sale of a family owned business
  • Expansion by the addition of a new segment or by acquisition 
  • Liquidation or reinvestment conditions
  • Debt and equity matters
  • Conditions for growth or finance partners
  • Conditions of private transactions or plans to go public
  • The effect of unforeseen divorce on business succession

If any of these aspects of planning your business concern you—or should concern you—call our offices today.  The Kelley Law Firm helps family businesses stay in families. 

Call 1 954-563-1400 for business succession planning.


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