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If you have any questions or concerns, please use the contact information provided in this email as this inbox is not monitored for replies.
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After many decades of counseling successful closely-held businesses, Brown and Streza knows that successfully transferring closely-held businesses is the most difficult challenge our clients face. It is far more than “positioning the business for a sale” or minimizing estate taxes on the transfer of businesses to your heirs. For example:
- Do you have a systematic process to analyze and address each issue in your business succession planning?
- Does your plan achieve your personal goals?
- How do you pick future leaders when multiple family members are involved in the business? You can’t have 2 CEOs!
- What impact do your choices have on employees, customers, supplies, and banks?
- Do you have a plan for transitioning the above key relationships to your successor?
- Do you understand what really drives the value of your business?
- Does your business have reliable financial reporting and controls?
- Does your business have a process for ensuring legal compliance?
- Can you clearly communicate your succession plan to all, preferably in writing?
- Is your succession plan reflected in your estate planning and other legal documents?
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For a copy of our e-book “Business Succession—The Essentials”, which includes a business succession checklist, click here.
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Our thanks to Brown and Streza.
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About Brown and Streza
Brown and Streza LLP is a law firm providing integrated legal services in tax, estate, trust, real estate, business, business succession planning, and charitable planning, including representing non-profits and religious organizations. Located in Orange County, California, we serve families, businesses, entrepreneurs, philanthropists, and charitable organizations, focusing on helping closely-held businesses and their owners achieve their goals.
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For more information, please visit our website.
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Upcoming Events
- May 10-12: Family Office Club Event, New York, NY
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May 10: High Center Directors, virtual
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- May 10: PATG/FEUSA Event and Presentation at SPB, New York, NY
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MAY 16: Family Business Centers Executive Directors & Second CAUCUS meeting, Washington, D.C.
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MAY 17: Private Directors Governance Summit Hill meetings, Washington, D.C.
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May 23: Family Office Symposium, Washington, D.C.
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Sign-Up For New Podcast: "Voice of Family Business on Capitol Hill" with host Pat Soldano.
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Join our growing family of podcast listeners by clicking on the links below to our new podcast, "The Voice of Family Business on Capitol," where each episode delves into the major issues facing family businesses and family business centers today. Subscribe by clicking on these links, or wherever you get your podcasts.
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We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…
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As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter.
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The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill.
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About Policy and Taxation Group
Policy and Taxation Group is your voice in Washington on economic freedom. We advocate for policies that allow American families to fully enjoy the economic liberties and benefits of a robust free market unique to our nation. For over 25 years, we have been the loudest voice in the nation’s capital on eliminating the death tax. This ill-conceived tax has a destructive impact on families, family businesses, job creation, and the national economy.
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Have questions or would like more information about becoming a Supporter or donating? Please contact John Marino at [email protected].
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