Business Succession Program

Saul Ewing's Business Succession Program offers clients a six-phase process to best plan for and protect the future of their companies.

• Discovery: We conduct a full review of the specifics of the given situation by interviewing members of the senior generation to develop an understanding of their economic and personal objectives. This includes a review of the business’ health and its future in the marketplace, as well as potential conflicts and challenges.
• Goal Identification: We provide in-depth analysis of objectives that fulfill the needs uncovered during the Discovery phase.
• Transition Plan Creation: This phase includes assessing the most effective means of transferring ownership, identifying successors and the appropriate timing of the transfer.
• Tax and Estate Planning: We review strategies for minimizing income and estate taxes and d etermine the source of funds to be used for payment of taxes
• Transition Plan Implementation: We manage the process of ensuring that the plan is put into action, including addressing any challenges that arise.
• Ongoing analysis and follow-up.