Business Succession Planning

The integrated business succession planning practice at Catalyst Law works with professionals, closely-held companies, individual business owners, and families in Oregon and Washington to facilitate retirement, preserve family unity, maximize value, and ensure a successful transition.

You have spent your lifetime building your business.  Whether you own a professional firm or a family business, advance succession planning can help you maximize return from your most valuable asset, retain value in your company for your next generation, or help create a lasting impact and legacy. Catalyst lawyers at have the unique combination of business and estate planning expertise to help you mold the future of your business well beyond our time.

Intergenerational transfer of family wealth requires advance estate planning as well as an effective transition plan for the family business. Given that the family business is typically the most valuable asset in a business owner’s estate, a careful coordination of estate planning and the transfer of the business ownership is imperative to accomplish the goals of tax efficiency, preservation of value, predictability and familial harmony. The lawyers at Catalyst work as a cohesive team to offer the necessary combination of expertise in estate planning, business, and philanthropy.

We have represented various parties in a wide-range of industries, including professional services (e.g. consulting, dentists, doctors, and lawyers), manufacturing and IT, and implemented various transition strategies such as:

  • tax free spin-out of a business division to a family member,
  • implementation of phantom stock plans to facilitate a long term buy-in of the business by key employees,
  • restructuring of asset ownership for tax effective transfer of business and real estate assets to children, and
  • structuring of compensation structure to facilitate an ownership buy-in.

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Practice Areas

Our lawyers’ complementary skill sets and expertise provide a range of legal services across several practice areas, including:

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