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(781) 843-5030
info@gorfinkleherbst.com
  Gorfinkle & Herbst, LLC
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      • Robert A. Gorfinkle
      • Peter C. Herbst Jr.
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BUSINESS SUCCESSION PLANNING

For business owners, small or large, estate planning is intricately tied into business succession planning.  We present options and structures to family owned businesses so that a future divorce, untimely death or incapacity, or other potentially disruptive event can be planned for and mitigated.  We are involved in all aspects of business succession planning including:

  • Buy-sell and cross purchase agreements between co-owners
  • Counseling around gifting of business interests to family members
  • Establishment of family partnerships and holding companies for minimization of estate and gift taxes.
  • Exploring charitable or non-charitable gifting in advance of a sale to a third party to minimize income, estate and gift taxes.

Whether the long or short term plan is to sell the company to a third party or to transfer the business to the next generation, we can assist in formalizing such plans and integrating it into your estate plan.

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Gorfinkle & Herbst, LLC
1000 Washington Street, Braintree, MA 02184
T: (781) 843-5030    |   F: (781) 848-3051
info@gorfinkleherbst.com
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