At Witt & Goldsworthy, we help business owners plan for what's next — whether that means passing your company to the next generation, preparing for a future sale, or ensuring your personal assets are protected for your loved ones. We know how deeply personal and complex these decisions can be. Our attorneys work closely with you to create customized succession and estate plans that reflect your business goals, family priorities, and long-term vision.
Building a successful business takes years of hard work. We help business owners design strategic succession plans that:
Without proper planning, your hard-earned assets — including your business — may face unnecessary taxes, family conflicts, and litigation. A thoughtful, customized plan gives you:
We create a step-by-step strategy for transferring ownership and leadership. Whether the plan involves family members, key employees, co-owners, or outside buyers, we address corporate governance, tax efficiency, buy-sell agreements, and operational continuity.
A buy-sell agreement governs what happens when an owner retires, passes away, becomes disabled, or wishes to exit. We draft and update these critical agreements to set clear expectations, valuation methods, and funding arrangements.
We guide family-owned businesses through generational transfers, leadership development strategies, and ownership restructuring, always mindful of preserving both family relationships and the business.
We integrate your business interests into your broader estate plan — including wills, trusts, powers of attorney, and healthcare directives — ensuring your succession plan and personal estate plan work together.
We provide comprehensive estate planning services for individuals and families, including wills, trusts, durable powers of attorney, and advance healthcare directives.
At Witt & Goldsworthy, we work one-on-one with you to develop personalized solutions for your business and estate planning needs. Whether you're planning for retirement, preparing for a sale, or simply taking the first steps toward protecting your legacy, our attorneys are here to guide you with clarity, care, and experience.