EDISON LEGAL · TRANSITION
Family Business Succession
A plan for the business to outlast its founder, on the founder’s terms.
WHAT IT ACCOMPLISHES
A plan for the business to outlast its founder, on the founder’s terms.
Passing a business to the next generation raises questions that are legal, financial and personal at once: who leads, who owns, how the founder is provided for, and what happens if the plan is needed sooner than expected. We document the answers so the transition happens by design.
THE CONTINUITY MODEL · TRANSITION
Are you prepared for the major life and business changes that inevitably come?
WHAT THE WORK TYPICALLY COVERS
- Ownership transfer structures and timing
- Buy-sell and shareholder agreements
- Leadership transition and governance documents
- Coordination with the founder’s estate plan
GO DEEPER
- Generational Wealth PlanningDevelop strategies for preserving, managing, and transferring wealth from one generation to the next.
- Business AdvisoryPractical legal counsel for business owners and entrepreneurs, and planning for what comes next.
WHO THIS IS FOR
People, not legal categories.
EDISON LEGAL
Legal strategy for life’s most important decisions.
WHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
NOT READY TO TALK YET?
Learn first. Education builds trust.
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NEXT STEP
A plan for the business to outlast its founder, on the founder’s terms.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.