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Business Succession Planning

We assist family businesses in implementing business succession plans that are designed to be efficient in addressing estate tax, gift tax, and income tax considerations.  The failure to plan for a transfer of family business interests can result in significant harm to the business, including the need to pay significant transfer taxes (that may have been less with planning) and a reduction in liquidity needed to sustain the business.

At Rader & Coleman, we have experience assisting family business owners with plans to transfer interests to the next generation of family members in a tax-efficient manner.