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Building and maintaining a successful business is tough these days.

Now that you’ve done it, you want to make sure that you pass it on without losing any momentum in the transition.  While most businesses do not survive long after a change in leadership, others have thrived. I can help you to establish a business succession plan that will ensure your business’ continuation and maximize the return for you as the owner of your business.

You are probably saying to yourself, “Who has time for that?  I barely have enough time to run my business and see my family as it is now?”

Think of it like this — business succession planning is an investment in the future of your business for the owners, employees, and clients.  Your business is probably the biggest investment that you own.  Moreover, the existence of a succession plan emphasizes your commitment to your business’ long term growth and creates confidence with your employees, customers, lenders, and suppliers.

So what exactly is a business succession plan?

A business succession plan is a process of reorganizing the equity in your business, updating your wills, trusts, and other estate planning documents, and reviewing your existing insurance policies.  It also includes drafting or updating buys-sell agreements and looking at the current compensation procedures, especially for key employees.  Next, it includes identifying and training the right person to run your company after you are no longer there.  Often times an advisory board can be helpful to advise the owners about these issues. However, it is also important to pull together the right professionals to help get the job done right.  Experienced business/estate planning attorneys, accountants, financial advisors, insurance agents, and bankers help to provide experience, objectivity, and specialized skills in completing this process.  For larger businesses or in more complicated cases, an experienced family mediator can also be a valuable asset.  Finally, once a business succession plan is established, it needs to be communicated effectively to your family, your employees, and your clients, and updated over time as needed.

We can help

Our firm has helped families just like yours with businesses in a wide variety of industries work through these issues. In particular, we have the experience to handle the business, tax, and estate planning legal issues that arise in creating these plans, and we also have the relationships with experienced professionals in these other related fields as well.  If you do not have the whole “team” in place, don’t worry, we can introduce you to the right people to complete your business succession planning team.

Call me today, and we can begin the process together. If you need help pulling your entire team together, I can be your “legal quarterback” to bring in the right people together to create a successful business succession plan for you and your business.

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    • "Thank you for my peace of mind, knowing that my estate and medical attention are in place for my children to handle easily. I appreciate your expertise covering areas I was unaware I should address. John and his staff were very professional and efficient in my estate amendment. I highly recommend this office."  -Chris February 28, 2025

    • "One of the best decisions I ever made was selecting John Even to oversee settlement of my mom’s estate/trust. His wisdom and insight on reaching a positive outcome for each family member was priceless. Without his patient encouragement over three years, I would have settled for a bad compromise early on. Each meeting was concise and educational. John only proposed a meeting when necessary, saving our estate thousands of dollars. "  -Bradley December 03, 2024

    • "It was a pleasure to work with Attorney John B. Even and his excellent legal assistant, Emily, and paralegal, Jacqueline. This competent team seamlessly worked to develop our Will and Family Trust. Mr. Even patiently explained each document to us. John is a knowledgeable and compassionate attorney with a deep understanding of the law and a great ability to clearly explain complex legal issues. "  -Rita November 22, 2024

    • "I enjoyed working with him and his team - everybody was delightful, and they made the process very easy. John is warm and friendly, impressively knowledgeable and explained all the details in simple terms for me to understand. I now have peace of mind about how my assets will be distributed and wishes will be carried out and know that my loved ones won't be burdened by debate, hassle, or financial hardship if I ever end up incapacitated."  -Mirelle April 18, 2024

    • "We have known John Even for many years. So, I will say that he was our first choice. I get many advertisements in the mail for trusts and estate planning and at various prices. I called a few of them. We stayed with John for several reasons. He had a flat fee with us. So there was NO chance of getting billed extra hours for this and that. Which is often the cast once you sign on the dotted line. John was very explanatory about the process of setting up a trust, He looked at all our information. our children, accounts, and many things I had never considered. This was what I needed to get clear on the whole process. "  -Thomas January 28, 2024

    • "Attorney Even and his staff are professional, personable, responsive, and clearly expert in the estate planning world. The time spent gathering our information allowed Mr. Even to produce thoughtful, custom documentation that will serve us well. The print and electronic versions of our records that were provided will make maintaining them, and sharing them as appropriate, very easy...a real plus."  -Larrh January 24, 2024

    • "Our Estate Planning journey with John B. Even and his team was a “5 Star” experience! John’s character, values, and knowledge was evident throughout the entire process. John and his team listened carefully to our wishes, and yet, asked great questions to help us collaborate on exactly the right Estate Plan. We would highly recommend John and his team!"  -Rob & Terri September 25, 2023

    • "Once I made my initial call to Mr. Even‘s office I never looked back – great decision! His staff is courteous, caring and efficient. Mr. Even is professional, highly knowledgeable, good listener and adviser. I highly recommend Mr. Even. It is a privilege to have him on my team!"  -Trusts & Estates May 14, 2018

    • "John is an excellent wordsmith, and did a great job of putting my thoughts, ideas, and issues into a clear legal document. I have known and worked with him for 25 years on business issues, including business purchases, of two companies and then selling them for retirement. He is also a delightful person to work with and has an excellent group of to-workers."  -Estate Planning May 3, 2018

    • "He was willing to spend time explaining things."  -Estate Planning February 24, 2018

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    • Phoenix Office
      1221 East Osborn Road
      Suite 105
      Phoenix, Arizona 85014
      Phone: 602-277-7000
      Fax: 602-277-8663
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