practice areas

Business Succession
Planning

SMART transitionsFORlasting legacies

Plan the Future of Your Business With Confidence

As a business owner, you’ve likely invested a lifetime building your company—but have you planned for what happens when you step away? Whether due to disability, retirement, or death, too many owners delay succession planning until it’s too late, risking the future of everything they’ve worked for.

Your exit will affect not only your business, but also your employees, family, assets, and tax responsibilities. Creating a clear plan for transferring control is a vital component of both your business and estate planning.

At The Lynch Law Group, we help owners of privately held businesses prepare for smooth transitions in leadership. Our attorneys provide strategic succession planning with a focus on preserving relationships, protecting assets, and minimizing income and estate tax burdens.

Thorough Succession Counsel for
Owners Ready to Plan Ahead

Valuing the Business
Identifying Potential Future Owners and Managers

Retention of Key Employees Through Incentives
Create a Lasting Family Legacy

Counsel You Can Trust

Succession planning requires balancing complex family dynamics with strategic business decisions—and we understand that your legacy extends far beyond financial assets. Our experienced attorneys work closely with business owners to develop comprehensive transition plans that honor family relationships, preserve company culture, and ensure your company’s growth and success continue into the next generation.

Daniel P. Lynch

Chair of the Business Succession Planning Practice Group

Charles B. Hadad

Edward F. Twomey

Victor S. Kustra

Eric A. Thomas

Nicholas C. Scholle