A Roadmap for Family Business Succession Planning
Help your clients secure their legacy with proactive legal strategies.
Download Family Business Succession Planning Begins Years Before the Transition: How California Lawyers Can Prepare Clients
Family business succession planning is more than just a legal process—it’s about ensuring business continuity, preserving family harmony, and preventing costly disputes. Yet, many business owners wait too long to put a plan in place.
CEB’s latest white paper, Family Business Succession Planning Begins Years Before the Transition: How California Lawyers Can Prepare Clients, provides practical guidance for attorneys to help their clients navigate this complex transition.
What’s Inside
✔ Identifying future successors – How to assess leadership potential and ensure a seamless transition
✔ Anticipating disputes – Key strategies to mitigate conflicts and protect family relationships
✔ Understanding buy-sell agreements – Why ownership transfer restrictions are essential and how to structure them effectively
✔ Evaluating corporate restructuring – How to reduce tax liability and structure ownership for long-term success
✔ Planning for estate taxes – Legal strategies to minimize tax burdens and ensure financial security for heirs
PS. Did you know CEB has acquired legal research company Attorney’s BriefCase®, expanding its coverage of California family law with CLE, content and practical guidance?