Business Succession Planning

Secure your company's legacy with our expert Business Succession Planning services.

At Cherry Tree Legal, we understand the unique challenges and complexities that come with planning for the future of a business. Our dedicated team of legal professionals is experienced in developing strategic business succession plans that ensure a smooth transition and safeguard the long-term success of your business.

Business succession planning is a process that outlines the transfer of leadership roles and ownership rights within a business. Whether you’re looking to retire, preparing for unforeseen circumstances, or planning for the next generation of leadership, our team is here to provide the guidance and support you need.

Every business is unique, and so should be its succession plan. At Cherry Tree Legal, we take a personalized approach to business succession planning. We work closely with our clients to understand their business objectives, family dynamics, and long-term goals.

From there, we develop a comprehensive succession plan that not only meets your business needs but also aligns with your personal goals and family values. We navigate the complexities of business succession with precision and expertise, ensuring a smooth transition that minimizes disruption and maintains business continuity.

Cherry Tree Legal has successfully guided numerous businesses through the complex path of succession planning.

Overwhelmed with Business Succession Planning? We've Got You Covered

Business succession planning can be a daunting task, filled with complex decisions and legal formalities. But you don’t have to face it alone. At Cherry Tree Legal, we’re committed to guiding our clients through the intricacies of business succession planning with¬†efficiency and clarity.

Our experienced team is here to guide you every step of the way, ensuring a smooth transition that safeguards your business’s legacy and its future.


Year of industry exprience

Ready to Plan for Your Business's Future?

Don’t leave the future of your business to chance. Get started with your business succession plan today and let Cherry Tree Legal’s experienced team ensure a smooth transition and the continuing success of your business.

Meet Our Business Succession Planning Attorneys

Our team at Cherry Tree Legal includes experienced attorneys who specialize in business succession planning. They understand the unique challenges and complexities that come with planning for the future of a business. Trust in their expertise to provide the insightful, personalized legal representation you need to navigate business succession successfully.

Managing Partner

Nancy I. Theodore


Jacob T. Simon


Cherry Tree Legal