Succession & Estate Planning

Succession is a key issue for any business, and LWBJ provides a wide range of experience and advice to smooth the process and optimize value for our clients and their successors. We have long and successful experience in planning and facilitating generational transfers, mergers, dispositions and employee-management buyouts.

Our broad service offering includes operational and financial advice, tax consulting, structuring and valuation. As a result, we are uniquely positioned to develop personalized, efficient strategies for handling every phase of the succession process.

Estate planning is often a key component of the succession strategy, and in this regard, we successfully serve the sophisticated needs of wealthy families and individuals, as well as their businesses.


  • Overview of Ownership, Business & Estate
  • Development of long-term succession/transition plan
  • Operational & business improvement process to enhance succession
  • Tax review and design of structure and terms
  • Identification of transitions parties:
    • Family
    • Management
    • ESOP
    • External parties
  • Establishment of timeline and milestone goals
  • Valuation services
  • Merger and acquisition or exit options for owner
  • Compensation and benefit strategies for retaining key employees
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