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Design a winning exit from your business

Find the best path out of your business

Orange County’s top choice for Comprehensive Business Succession Planning

A botched exit can be a catastrophe

You’ve worked hard for years to create a successful business. It’s likely your biggest asset — one you’re counting on for retirement. But without careful planning, what should be a triumphant finish could turn into a tragedy as all your hard work disappears without a proper harvest.

That’s because selling or passing on a business is totally different than running one. You’ve got one shot to get it right, but…

1. 90% of family businesses fail in the next generation.
2. If you go to market to sell and don’t find a buyer, you may not get a second a chance.
3. If an owner dies without a clear succession plan, the business’s value can plummet to nothing — fast.

Unfortunately, even thinking about transition planning leaves most business owners feeling daunted and overwhelmed.

“The best way to predict the future is to create it.”

—Peter Drucker

Your entrepreneurship story deserves a happy ending

Whether you’re looking to sell to new owners, leave a legacy for your family, pass the business to your employees, or just find your best path to retirement, you deserve to exit like a winner. Owners who go through detailed planning around a business handoff almost always enjoy better outcomes.

With comprehensive business succession planning from Watson Law Group, you’ll get:

1. Help evaluating all your options.
2. An experienced team to guide you every step of the way.
3. All the documents and legal support you need to execute a smooth transition — no matter what that looks like for you.

You’ve got one shot to get this right

We understand that transitioning your business is one of the biggest decisions you’ll ever make.

Luckily, we’ve been involved in hundreds of sales, handoffs, and succession plans since 1999, so we know how to surround you with a strong team for this once-in-a-lifetime play. Whether you’re looking to negotiate an outside sale, optimize a family handoff, or have no idea what you even need, we can help — from start to finish.

Maximize the value of what you’ve built

Follow these three steps to plan a smooth, successful transition.

1.

Schedule a Free Consultation

We’ll meet for 30 minutes so we can understand exactly where you’re at in your planning journey. (Don’t worry, it’s fine if you feel totally lost!)

2.

Design Your Departure

Together, we’ll figure out what your business is worth and what your best exit options are. Then we’ll create an air-tight plan for executing your vision.

3.

Sail Into the Sunset

Whatever’s next for you, it’ll be even sweeter knowing you’ve made the best choices possible on your way out the door.

Why choose Watson Law? Weʼre not like other firms.

No billing surprises

Our trademarked Frank Fee pricing model gets rid of the unfair guesswork of hourly billing. Weʼll tell you upfront how much each phase of your planning project will cost, and never charge you just to get on the phone.

No hidden agendas

Others who say they offer business succession planning will often drive you towards a particular insurance product or outcome. We have the expertise to help no matter what type of succession is best for your actual goals and situation.

No leaving you halfway

Many succession planners are great with ideas, but can’t draft the legal documents to get it done. And many specialize in either selling a business or passing it down, but not both. We’re rare in having the expertise to help you stick your dismount no matter what route you choose to take.

Frequently Asked Questions

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3 Costly Business Succession Planning Mistakes to Avoid

Don't let your hard work go to waste.

With Watson Law Group at your side, you can make smart, strategic choices to plan a winning exit from your business.

Watson Law is an estate planning and trust and estate litigation firm based in Orange County, California. We help families create bulletproof estate plans that leave a legacy, not a mess.

© Watson Law Group, APC, 2023. All rights reserved.

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