Perez‑Roura Law helps Miami business owners develop clear, strategic succession plans—including transfers of ownership, management transition, estate integration, and continuity protection for family and privately held companies.

Business succession is more than a legal formality—it’s about ensuring the company you built continues to thrive when you step back or step away. Whether you’re preparing to retire, handle unexpected emergencies, or plan for generational transfer, Perez‑Roura Law supports Miami entrepreneurs with tailored legal strategies that secure your business’s future and preserve its value. With both legal precision and real-world understanding, we align corporate continuity with your personal and family goals.

Ownership and Management Transition Planning

A successful succession plan begins with clarity: who will lead, who will own, and how decisions will be made. We help business owners design ownership transfer frameworks—including gifting, sale, or partnerships—while addressing control and decision-making structures. This includes drafting buy-in agreements, equity transfers, leadership designations, and phased management shifts. Whether it’s passing leadership to a family member, grooming executive talent, or preparing a sale, our legal strategy ensures a smooth handoff and effective governance alignment.

Buy‑Sell Agreements and Funding Structure

Protecting the interests of remaining stakeholders requires solid buy‑sell agreements. We draft customized agreements that define triggering events—death, divorce, disability, or voluntary exit—and establish valuation methods, funding mechanisms (insurance, installment buys, lender arrangements), and payment terms. We also align buy‑sell provisions with operating agreements or bylaws to prevent future conflict. When properly structured, these agreements safeguard business continuity and fair asset distribution regardless of life’s curveballs.

Estate Planning Integration for Owners

Business value often represents the largest portion of an owner’s estate. We integrate succession plans with estate planning—coordinating ownership interests with trusts, wills, and tax-efficient legacy tools. We advise on how your business interests fit in trust structures (e.g., dynasty or grantor trusts), facilitate step-up basis strategies, and minimize estate or gift tax exposure. Aligning corporate and personal planning ensures you receive lifetime benefit from your business while preserving its value for future generations or charitable causes.

Crisis Planning and Continuity Triggers

Life doesn’t wait—your business needs a plan for the unexpected. We prepare legal triggers for incapacity, sudden death, shareholder disputes, or market volatility. This includes powers of attorney tailored for business needs, emergency management protocols, interim leadership authority, and clear threshold mechanisms for transition. By implementing contingency plans, you reduce uncertainty, maintain operations, and protect reputation under pressure.

Strategic Ownership Transition Options

Succession isn’t one-size-fits-all. You might choose a family succession to retain legacy, a sale to partners to monetize value, or a management buyout to preserve control. We walk you through options—transfers with retained income rights, equity-for-service grants, growth through partnerships, or sale structures—emphasizing legal and tax implications. Our goal is finding the best path for your goals, family structure, and timeline while protecting business integrity.

Facilitating Smooth Family and Stakeholder Transitions

Passing a business within a family often involves complex emotions and expectations. We help mediate discussions, set realistic agreements, define responsibilities, and align stakeholder interests. By drafting legal agreements that reflect both family values and business realities, we reduce friction and ensure transitions occur with unity. We also work with exit-focused partnerships and retirement strategies—serving as the legal safety net for smoother execution.

Your legacy matters—to you, your family, and your employees. A robust succession plan ensures the business endures with purpose. With Perez‑Roura Law, you gain more than legal documents—you gain confidence that your planning aligns with both your life and your business vision. Contact us to begin crafting a succession strategy that secures your company’s future and honors your legacy.