Transitioning a family-owned or closely held business can be extremely challenging. We’ve worked with and helped many families and business owners through the business succession process.

Whether you are a highly paid professional, a top athlete or entertainer, or a member of a high net worth family, there are two things that must be in place for your wealth to survive. This includes an asset distribution plan and a succession plan that effectively delegates executive and operational responsibilities when the time comes. Dunn, Pariser & Peyrot provides advice on the critical issue of business succession and wealth transfer among family members.

Together with our clients, we work closely with top estate planners to create a strategically sound and legally compliant plan, then put the mechanics in place to properly accomplish your business succession wishes.

We can assist you with the following services:

  • Business and asset analysis
  • Business valuation
  • Advise on business transfer strategies
  • Buyouts and purchase plans
  • Overseeing transfer implementation
  • Counsel and advisory to the next generation or owners