Family & Closely Held Businesses

Generational Ownership Transfer and Management Succession

We guided the generational ownership transfer of a family-owned manufacturing company through the use of an intentionally defective grantor trust strategy. In addition, we helped establish a governance structure incorporating the various family goals and helped to create an outside advisory board.

Employee Ownership Transfer

We assisted the primary owners of a professional services company establish a long term plan to transfer their ownership to key employees. In addition, we helped the company establish a comprehensive governance structure to establish management succession.

Representation of Management Shareholders

We represented the management shareholders of an insurance brokerage company in the restructuring of their stock ownership and realignment of their organizational structure prior to the acquisition by a leading national insurance brokerage business.

Ownership Exchange Transaction

Representation of the patriarch of a family business owning ranching, oil & gas and real estate assets to effectuate the reorganization and exchange of interests among the controlling shareholders and the resulting generational transfer of interests.