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Business Succession Planning

Hall Koehler PC

Indianapolis, Indiana Business Succession Planning Lawyers

The odds are against you if you are interested in successfully passing ownership of your closely-held business to your children and/or other family members.  The huge death tax costs of passing a business on to heirs is often cited as the major cause of a subsequent business failure.  The law firm of Hall Koehler P.C. can assist you in putting together an estate and business succession plan which enables you to successfully pass ownership of your closely-held business to family members.  At the same time, the succession plan can be specifically engineered to the particular desires of each client, ensuring that they continue to exercise the level of control that is necessary to the future success of the business.  There are various planning techniques available including lifetime gifts of partial ownership units, irrevocable life insurance trusts and special death tax elections which can be used to achieve your goals. 

Our business succession planning lawyers can also assist you in devising a succession plan which identifies and focuses upon customers and vendors, middle managers capable of executive promotions and exit strategies.

We typically work with your other advisors (for example, accountants, life insurance agents and financial planners) to develop a business succession plan that meets your needs.  We have extensive experience and are most interested in helping you when this particular need arises.

When it is time to sell your business, the attorneys at Hall Koehler P.C. are willing and able to assist you in the sale process.  Our attorneys have handled in excess of 250 transactions involving the sale or purchase of a business, for businesses ranging from $100,000 to $25 million in value.

We are conveniently located off of I-465 in the Keystone Crossing area in north Indianapolis. Accessible from the communities of Zionsville, Danville, Carmel, Anderson, Avon, and Greenfield, we work closely with clients to ensure that their loved ones have not been taken advantage of. Contact  the experienced business succession planning lawyers and Hall Koehler today.

Hall Koehler PC
9000 Keystone Crossing, Suite 230
Indianapolis, Indiana 46240-2148

Telephone: 317-580-4959
Fax: 317-580-4960
Contact Hall Koehler PC


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