Securing Your Legacy Through Smart Transitions
Whether you’re planning for retirement, a sale, or preparing for the unexpected, Meyers Roman helps privately held companies navigate smooth ownership transitions with legal precision and care. Our Business Succession attorneys design personalized strategies that address each client’s unique financial, operational, and family dynamics.
Holistic Succession Strategies
Planning for Tomorrow—Protecting Your Business Today
We guide clients through:
- Customized legal plans for sale, retirement, disability, or death
- Entity formation, restructuring, and leadership transitions
- Tax-conscious strategies tailored to client goals
- Family and internal communication planning for cultural alignment
With over 30 years of business law experience and deep understanding of internal company dynamics, our team provides clarity and confidence throughout the succession journey.
Multidisciplinary Experience That Sets Us Apart
Business Know-How. Legal Expertise. Tax Strategy.
Our attorneys leverage broad experience from:
- Serving as in-house counsel for closely held and Fortune 500 companies
- Holding advanced credentials — including Federal Taxation Law certifications and MBAs
- Collaborating across practice areas like tax, estate planning, and corporate governance
This unique blend ensures we address every angle — from legal details to business culture.
Representative Services
- Core Succession Planning – Ownership Transfers, Buy-Sell Agreements, Exit Strategies
- Business Structure – Formation, Restructuring, Family LLCs & Partnerships
- Tax & Asset Strategy – Tax Planning, Asset Protection, Charitable Giving
- Employee & Management – ESOPs, Retention Programs, Cultural Transition Planning
- Estate Integration – Trust & Estate Planning, Liquidity Management
- Dispute Prevention & Resolution – Shareholder Agreements, Mediation & Planning
Plan Today for a Stronger Tomorrow. Meyers Roman helps businesses secure their legacy while building resilience for the next generation. From guiding sensitive family conversations to designing smart tax strategies, we tailor succession planning to support both personal values and corporate viability. Let’s begin the conversation.
