business planningBusiness succession planning is often complex, and professional guidance involving many disciplines may be warranted. A team approach of the following advisors can be beneficial to the estate planner and the business owner.


  1. Lawyer
  2. Accountant
  3. Insurance Professionals
  4. Financial Professionals
  5. Appraiser
  6. Family Business Consultant


Reference: Turney P. Berry, Philadelphia Estate Planning Council, Business Succession Planning, January 9, 2018


Kindly visit our Business Succession Planning and Estate Planning websites or contact one of our Business Succession Attorneys, Philadelphia or Estate Planning Attorneys, Philadelphia at 215-977-8200 for more information on this topic.