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Succession Planning

Succession Planning is crucial to the long-term sustainability and growth of any organization. The attorneys at Souza Roy provide these services to clients throughout many business industries and assist diverse types of business organizations, including:

  • Sole proprietorships
  • Partnerships
  • Limited Liability Companies (LLCs)
  • Corporations

Souza Roy’s attorneys work closely with your organization’s managing partner and/or senior management team in establishing a clear and concise plan for identifying long-range needs and cultivating a supply of talent to meet those needs in a manner that promotes continuity in culture, its business model and values. Some common features of a succession plan include:

  • Business Buy-Sell Agreements
  • Coordination of Estate Plans
  • Compensation and Equity Incentives
  • Disability and Retirement Planning
  • Mergers and Acquisitions