Strategic Succession Planning for Family and Closely Held Businesses

We are proud to support the family-owned and closely held businesses that help drive the Southeastern Wisconsin economy. We understand the unique challenges these businesses face when planning for the future—and we know how important it is to protect the legacy you've worked hard to build.

A well-designed business succession plan is essential to ensuring the long-term success and stability of your business. Thoughtful planning not only preserves the values and vision of the original owners but also creates opportunities for growth and smooth leadership transitions across generations. Effective succession planning involves careful consideration of timing, ownership structure, and the transfer of business interests to ensure the next chapter is just as strong as the last.

In addition to securing the future of the business, we help families navigate the personal side of succession planning. We provide guidance on strategies to minimize family conflict, create fair and balanced inheritances, and reduce potential tax burdens—all with the goal of protecting both the business and the family behind it.

Whether you’re just beginning to think about succession or you’re ready to put a formal plan in place, our attorneys are here to help you build a strategy that honors your hard work and keeps your business moving forward for generations to come.