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
Have a Harmonious Family that Does Not Fight? You Still Need an Estate Plan
When everyone is alive and happy, it is easy to think that nothing will break a family apart. Many people think that since everyone gets along, estate planning is unnecessary because everyone will look out for one another and do only what is fair. However, having a properly prepared estate plan is crucial. Failing to plan not only takes all the control out of your hands but can also leave hurt feelings and possible confusion over your true wishes. This confusion may force family members to pursue the only source available to resolve the misunderstanding: probate court.
Should I Include My Unborn Child in My Estate Plan?
Is there such a thing as being too prepared? If you do not have children at your death and your estate plan references a child who exists only in theory, it can present unnecessary complications.
Is It Time for an Annual Planning Retreat?
By reflecting on your successes and failures from the past year and your priorities moving forward, you can bring more intentionality to your life and make conscious choices, including estate planning decisions, that align with what truly matters to you—not just now, but in the long run.
Request A Meeting Today!
Connect with Merhab Robinson & Clarkson today for an assessment of your legal needs.
1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705