Business Succession Planning

At Kirby Law, we aid our clients in all aspects of estate planning. That includes working with our clients who own their own family or closely-held businesses. We understand that you built up your business and are enjoying its success. We know that you want your business to continue to thrive when you are no longer able to take part in its day-to-day operations. Angela Kirby has over 25 years' experience ensuring her clients' financial assets are secure.

When you think about what will happen to your business when you are no longer running it, you may have only a vague idea of what you'd like to have happen. Ms. Kirby will work with you in order to create a business succession plan that will transfer your business in an orderly manner to the family member or employee you feel will carry on your legacy.

You want to ensure that your business continues to operate at its best. Ms. Kirby will work with you to create a succession plan that will include business continuation strategies for those who take over the day-to-day operations. She will help you valuate your business in order to ensure an appropriate sale price.

Ms. Kirby will craft a buy-sell agreement that includes the best funding options. As a CPA, Ms. Kirby understands the tax implications that arise upon the transfer of a business and how that transfer will affect your personal estate plan. She will pay particular attention to the tax payments that arise, and work with you and your financial advisors in order to manage the transfer with as little disruption as possible.

When planning your estate, Ms. Kirby is ready to work with you in order to create the least stressful and most appropriate business transfer so that all your concerns are addressed. With area offices throughout South Carolina, we are ready to work with you to address your business succession needs. Contact us today.

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