Business Succession Planning
Helping business owners in Southern California prepare confidently for the future
Answering Tough Questions to Secure Your Legacy
Business succession planning is an important component of estate planning for small business owners and family-run businesses in Orange County. Unfortunately, two-thirds of initial transfers fail when a business succession plan has not been put in place.
With Merhab Robinson & Clarkson on your team, you can protect your legacy and your successors with confidence. The MRC team has substantial business experience of our own and can help you customize your arrangements for the future and shield against uncertainty.
Further, MRC can coordinate your estate and financial plans with your business succession plan to ensure a smooth transition without any surprises.
– Anne B., Client
– Aimee M., Client
– T. Gibson, Client
Latest Blogs
Seven Estate Planning Traps Most People Miss—and Seven Questions to Audit Your Family’s Future
Your estate plan needs to keep up with you. The problem is that your estate plan does not update itself. Documents you signed years ago may still be legally valid, but that does not necessarily mean that they still reflect your life today or that they will work the way you expect when they are needed.
Estate Planning Scams: What Seniors Need to Know
Creating an estate plan is an important step in protecting your loved ones and ensuring that your assets are distributed according to your wishes.

Estate Planning for Schoolteachers: How Your Benefits Come into Play
Teachers often have a unique financial portfolio—pension rules, supplemental retirement accounts, and district benefits layered on top of everyday assets. Comprehensive estate plans acknowledge this complexity and coordinate all the moving parts.
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Connect with Merhab Robinson & Clarkson today for an assessment of your legal needs.
1551 N. Tustin Ave.
Suite # 650
Santa Ana, CA 92705