Succession & Estate Planning

Provide a tailored recommendation and clear path forward to ensure my needs are met and assets protected

We navigate our clients through many commercial transactions including acquisitions and sales of enterprises, due diligence programs, leasing and licensing transactions, franchising, commercial, insolvency, asset protection and contractual advice. We act also for a number of employers in assisting with their human resource needs providing support in implementing employment contracts, policies and procedures, advice and representation in industrial relations matters.

Understanding that the protection of your business is paramount we work with you and your advisers in creating a framework that provides certainty for all stakeholders by addressing voluntary and involuntary exit events, defining roles and responsibilities and commitment approval limits, the rights to maintain ownership of equity, decision making and voting rights, funding requirements, valuation of the enterprise and funding for buy/sell purposes. Each and every succession plan is tailored to accommodate the nuances of each business ensuring that the succession plan is highly relevant.