Business Succession Planning

Napa Valley has experienced tremendous economic growth over the past 30 years and many Napa families have built valuable businesses.  Our expertise in business, real estate, tax, and estate planning, and our experience in combining these disciplines, puts us in position to help clients recognize the value of the businesses they have developed. 

Our business succession planning with winery owners and others in the wine business involves some industry-specific issues, but most of the principles of business succession planning are not industry-specific, and we also counsel business owners in other industries. 

Effective business succession plans require a delicate balance of tax, financial, control, and operational issues; we work with our clients to strike the right balance for their circumstances.