Business Succession & Estate Planning

Penwell Bowman + Curran assists individuals and business owners alike with business succession planning and estate planning. We’ll work with your financial advisors, accountants, and other business and personal advisors to design the best plan to fit your organizational and personal needs and objectives.

We can provide our business succession and estate planning services on a quoted, fixed fee basis so that, rest assured, you know what the cost will be before you engage us. No gimmicks. No surprise bills.

Business Succession Planning

No matter the size or type of your business or whether you’re the sole owner or have multiple owners, Penwell Bowman + Curran can provide practical guidance on how to structure a business succession plan to ensure that your business continues beyond the first generation and your financial goals are achieved when you want to retire. Unfortunately, more often than not, businesses fail to have a succession plan in place. As a result, when an owner retires or dies unexpectedly, the surviving family members or remaining owners are left to clean up the mess; often times leading to an unexpected sale or closure of the business.

We can craft partnership agreements, buy-sell agreements, shareholder agreements and help you formulate a strategic plan to ensure the continuity of your business from one generation to the next. You’ve worked tirelessly to grow your business, so why not take the time to ensure its continued success beyond your life?