FH+H Assists Client with Corporate Succession Planning


FH+H partner Craig Guthery assisted a closely held corporate client to structure its internal documents for succession planning. The current ownership of a mid-sized corporation sought to create a structure that would allow the current owners to pass the value they had built in their company on to the next generation, while simultaneously providing for a smooth transition and continuous operation of the company.  Managing partner Tom Craig assisted in drafting and structuring a shareholder agreement and related documents that allowed for the desired wealth transfer without disrupting the operation or control of the company.