Business Succession Planning

The Van Winkle Law Firm serves as trusted counsel assisting entrepreneurs throughout every stage of managing a profitable business.  From establishing tax-efficient entities at the inception of a business to planning for passing one’s life work to future generations. We take the time to understand clients’ immediate and long-term needs and goals and apply our legal strategy and business acumen to position their companies for maximum success. Along the way, we keep up with evolving laws and regulations, offer informed positions, anticipate future issues and collaborate with the firm’s taxation and estate planning and administration lawyers to help clients navigate through the challenges that come with operating a thriving business.

For clients with whom in-house counsel is not a viable option, we provide primary legal representation. For others, we complement existing in-house counsel with our lawyers’ extensive experience and broad practice specialties within the area of business law.

We understand the entrepreneurial spirit and vested interest owners have in ensuring the continued success of their ventures upon retirement or death. North Carolina’s small, family-owned businesses and large, privately held companies rely on The Van Winkle Law Firm to work through all of the tax and operational issues involved in planning for succession. Our firm’s business lawyers work with entrepreneurs to design detailed plans for succession while providing counsel on options that include management buy-outs, employee stock ownership plans, liquidation and sales, maintaining a watchful eye on estate plans, taxation and employment law that can have profound impact on intended transactions.