Retirement and Transition Planning

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Every business and law firm is different in practice, size, and ownership structure. However, all have a common truth: their owners, founders, and/or equity partners eventually want to retire and in some way phase out of day-to-day operations.

We are here to help with that process. We offer innovative solutions for small and medium sized firms that aim to satisfy both owners and loyal employees, as well as their longstanding clients. Our mission is always grounded in finding ways to preserve founders' legacies while freeing them from the administrative headaches of running a small business. 

We seek to deliver solutions that keep a business owner's lifework intact and preserve their entity as a going concern as they phase out. Often we can help achieve this with no cost to the business or business owner.