Business and Succession Planning

Operating a family-owned or closely-held business and managing business objectives along with your personal financial goals has become increasingly more complex. You will want to balance the opportunities and risks and receive the legal perspective on the same.

Davies Law advises executives, business owners and other individuals on the many diverse legal and tax issues affecting their business planning, and all aspects of business succession and estate planning.

Our services are comprehensive in scope, including formation and advice regarding the operation of corporations, partnerships and limited liability companies and the development and preparation of corporate bylaws, shareholders’ agreements, partnership agreements, and operating agreements. We also work with individuals and business entities in disputes with tax authorities.

Ultimately, all businesses will be sold or transferred. As a successful business owner, you need to plan for the orderly and efficient transfer of your business interests.

Our services also include business succession planning, liquidity planning (which may include creative life insurance techniques), preparation and development of agreements and voting trusts, value shifting techniques to minimize transfer taxes, structuring purchase and sale of closely-held business interests, and consideration of appraisal and valuation issues, trust law, wills and estate law, and family business law.

Davies Law has worked with individuals and closely-held businesses in North and South Carolina for over a decade, assisting them with their tax and wealth planning needs. Contact Davies Law, PLLC for an initial consultation. Our phone number is (704) 295-1001. Alternatively, you may contact us via email from our secure and private contact form.