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Exit Planning

Business Transactions Division


Led by a former business owner who sold his company to a NYSE-traded company, our exit planning lawyers know what is required to successfully transfer companies to third-party buyers, such as private equity groups and strategic buyers or to sell or gift equity to family members or key managers. We are uniquely qualified to create and implement transition plans which result in business owners achieving   financial independence and peace of mind.

We work closely with CPA’s, financial advisors, estate planning attorneys, M&A advisors and other professionals to help you properly monetize your business and to accumulate and preserve wealth in a tax-efficient manner. For example, we are currently working with an addiction treatment center in consolidating its credit facilities, building its management team, and improving its financial and operational processes and controls, in order to successfully complete a sale to a private equity group or strategic buyer within the next two years.

Our Insight

Proper planning in advance of the owner’s exit from his or her company will set the stage for a satisfying life afterward.

Exit Planning - Weiss Serota Helfman Cole & Bierman
Exit Planning

Business Transactions Division


Led by a former business owner who sold his company to a NYSE-traded company, our exit planning lawyers know what is required to successfully transfer companies to third-party buyers, such as private equity groups and strategic buyers or to sell or gift equity to family members or key managers. We are uniquely qualified to create and implement transition plans which result in business owners achieving   financial independence and peace of mind.

We work closely with CPA’s, financial advisors, estate planning attorneys, M&A advisors and other professionals to help you properly monetize your business and to accumulate and preserve wealth in a tax-efficient manner. For example, we are currently working with an addiction treatment center in consolidating its credit facilities, building its management team, and improving its financial and operational processes and controls, in order to successfully complete a sale to a private equity group or strategic buyer within the next two years.

Our Insight

Proper planning in advance of the owner’s exit from his or her company will set the stage for a satisfying life afterward.

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