Burr & Forman

Business & Succession Planning

Burr & Forman assists clients and prospective business clients in planning and implementing business and tax strategies, at all stages of business from formation, profit sharing structure, management and succession planning.

We advise clients in a number of areas including:


Assist businesses on how and when money will be distributed to owners and if there are any priority distributions.

Exit Strategy/Succession Planning

When the time comes to make an exit strategy that includes transferring the business, we work with clients to make sure every part of the exit plan is taken care of. This includes deciding on whether to sell to a business partner or third party, or transfer the business to employees, next generation, or a combination of owners. We walk clients through the entire ownership transfer process and are there to answer questions on retaining some control, taking care of family after the transfer, or any employee, lender, supplier, and/or customer issues.

Looking to discuss your Business & Succession Planning issues?


Our Attorneys