Helped Clients Recover Over $25 Billion. Since 1979.
Helped Clients Recover Over $25 Billion. Since 1979.
Planning for the future is essential to protect your company and the people who depend on it. A well-structured succession plan ensures a smooth transition of leadership, preserves the value you’ve built, and provides clarity during pivotal moments. Whether your goal is family succession, a sale, or leadership transfer, we help you build a plan that fits your vision.
Ownership and Leadership Transition Planning
We help business owners create clear plans for ownership and management transitions, ensuring business continuity and protecting stakeholder interests.
Structuring Buy-Sell Agreements
We draft and negotiate buy-sell agreements that define transfer terms, valuation methods, funding mechanisms, and contingencies.
Estate and Tax Coordination
We coordinate with financial and tax advisors to align business succession plans with estate planning goals and minimize tax exposure.
Contingency and Emergency Planning
We prepare for unexpected events, such as death, disability, or sudden departures, so your business remains stable and operational.
Family and Partner Succession Strategies
We help family-owned and closely held businesses navigate sensitive ownership and leadership transitions with clarity and fairness.
Why is succession planning important if I’m not retiring soon?
Succession plans protect your business from unexpected events and position it for long-term success.
How do I choose a successor or transition strategy?
We help evaluate options, including family, management, or external sale, to design a plan that aligns with your goals.
What happens if there’s no formal plan in place?
Lack of a plan can lead to disputes, financial instability, and even the forced sale of the business.
Can a succession plan help with tax planning?
Yes. Coordinating succession with estate and tax strategies can reduce liabilities and preserve more value for successors.
Can we update the plan over time?
Yes. We design succession plans to evolve with your business and personal goals.
Experience
David Lizerbram has more than 23 years of experience advising hundreds of business owners on ownership transitions, governance, and strategic planning.
Track Record
We’ve guided family businesses, partnerships, and privately held companies through planned and unexpected transitions.
Practical Approach
We focus on clarity, flexibility, and legal precision, so your business can move forward confidently.
Based in San Diego, California, Schenk Law Firm serves business owners across the United States. We help you secure the future of your business with tailored succession strategies.
