- Leading businesses through succession plans, which encompass estate planning, transfer of business ownership, transition of or recruiting for leadership positions, and governance structuring.
- Structuring arrangements so family-run businesses continue to prosper from one generation to the next. Arrangements, such as deferred compensation and buy-sell agreements allow businesses to continue the way they were originally intended, and create security for business owners.
- Overseeing mergers, acquisitions, sales, and the formation of joint ventures. Bill helps businesses grow through strategic acquisitions, including selection of optimal business entity structures, and puts them on the path to success following significant transactions.
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