Business Succession

Business Services

Walter Haverfield’s nationally prominent business succession attorneys have vast experience advising entrepreneurial closely held and family businesses on succession planning. We assist our clients with practical advice in implementing their goals, including survival of the business through multiple generations of ownership and management, and tax services to effectively maintain and create liquidity.

Practice Group Leader

Christopher P. Reuscher, Chair

216.658.6221

Send a message

Our Business Succession Difference

The myriad of related-party rules embedded in the Internal Revenue Code make it imperative that family businesses not only use attorneys who are skilled in business succession planning, but who also have experience in multiple disciplines. With our collective firm-wide insight, we proactively position our closely held and family business clients ahead of challenges, in addition to providing in-house accounting professional services.

As local and national speakers for numerous professional organizations, our dedicated counsel is known for:

Estate planning
Trusts and estates
Federal income taxation
Employee Stock Ownership Plans (ESOPs), Employee Retirement Income Security Act (ERISA) and non-qualified deferred compensation, particularly as it relates to middle market entrepreneurial clients

Nationally published highlights from our attorneys include:

Authoring the chapter on Section 83 for the LexisNexis online tax library
Authoring two legal treatises on tax and financial planning for the closely held family business
Writing numerous feature articles in major publications on related business succession matters