Business Succession
We help clients develop plans to smoothly transition ownership of the company.
Cody, Cody & McCarthy attorneys work closely with clients who own their own businesses to develop an understanding of not just the company, but also the owner's long-term business goals. We help clients develop plans to smoothly transition ownership of the company while being mindful of the client's cash flow needs and tax consequences to both current and future business owner.
Our Business Succession Planning Includes:
- Comprehensive business valuation strategies
- Tax-efficient ownership transfer planning
- Family business transition planning
- Buy-sell agreements
- Key employee retention strategies
- Integration with personal estate planning
A lot of people have been counting on me for the last 60 years and thanks to Cody, Cody & McCarthy, I can count on that continuing even after I'm gone.
With all that went into planning our estate, it's comforting to know that the team at Cody, Cody & McCarthy is there to help my family carry out my wishes. There will be a lot to think about, but with their simple System of Settlement program, I can make sure there is no extra burden on anyone.
John A*, Easton on taxes and tax planning
Related Practice Areas
Estate Planning
Our fundamental estate plan requires approximately two to three weeks to design, draft and implement.
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When it comes to protecting your assets, the little things matter. Our attorneys provide real-world advice on asset protection planning.
Learn moreCharitable Giving
Our attorneys provide advice on charitable giving which results in tax benefits to our clients and the gift benefit to the charity.
Learn morePlan Your Business's Future
Contact us today to schedule a consultation with one of our experienced attorneys. We'll help you develop a comprehensive business succession plan.
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