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Succession Planning

We have extensive experience with succession planning options that maximize our client’s impact and legacy. The key to successful succession planning is ensuring the valuation is objective and defensible.

Many Trust & Estate attorneys are pursuing unique insurance solutions as part of the succession planning process. We are instrumental in a rising number of valuations with insurance-funded trusts and other creative, cutting-edge gifting techniques.

We work with our clients and their trusted advisors to create succession plans that combine the power of an Employee Stock Ownership Plan with gifting to family members.

Business Valuations for Buy-Sell Agreements
Succession planning also encompasses the considerations that come with buy-sell agreements. We can assist by working with succession planners and leveraging our expertise to ensure all business valuation factors are assessed. The result is a fair, defensible, and clear valuation that justly guides a buy-sell agreement.

If you or a client require independent business valuation services, call or click here to email us now for a no-cost consultation.

At JBV, we’re here when you need us.
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