Business Sales, Purchases and Succession Plans
Proper succession planning is a vital and growing area of concern for owners of privately owned businesses. We have planned a substantial number of succession plans for our clients over the years that encompass management buyouts, leveraged employee stock ownership plans (ESOPs), transfers to family members active in the business and sales to third parties (including publicly traded strategic investors). We maintain the expertise for the complete handling, coordination and proper staffing of transactions to ensure that the objectives of the privately owned business owner are met, including the best treatment of the difficult income, estate and gift tax issues that may arise.

Our business succession practice involves counseling family-owned and privately held businesses in a variety of industries on the best method for transitioning ownership of the business to family members, partners and/or employees. We represent clients in all types of such transactions, including stock or asset purchase agreements, management or key employee buyouts, family limited partnerships and ESOPs.

We possess tremendous expertise in assisting clients in the full range of such transactions ranging from small asset purchases to complex mergers and acquisitions.

M. Kaplan also offers legal and tax services to his clients with the  sale, purchase, exchanges, merger, consolidations of businesses, corporations, LLC’s, and other business entities.