Business Succession Planning

Plan for the Future of Your Business, Not Just Your Estate

Your business is more than a job—it’s something you’ve built with vision, time, and care. Whether it supports your family, your employees, or your community, it deserves a plan for what happens if you step away—intentionally or unexpectedly.


At our Carlsbad office, we help business owners throughout San Diego County create smart, forward-thinking succession plans. Andy Fesler will work with you directly to understand your goals and build a strategy that protects your business, your loved ones, and your legacy.

What Business Succession Planning Involves

Ownership Transition Planning

Decide who will take over your business—whether it’s a family member, key employee, or external buyer. We’ll guide you through legal and financial considerations to ensure a smooth handoff.

Leadership Succession & Continuity

Identify the right person or team to lead the business when you’re no longer at the helm. We help plan for skills, documentation, and legal roles to avoid disruption.

Buy-Sell Agreements

We draft clear, enforceable agreements that spell out how ownership interests can be sold or transferred, especially in the case of death, retirement, or disability.

Tax & Financial Planning Integration

Succession planning isn’t just legal—it’s financial. We collaborate on strategies that minimize tax impact and protect the long-term value of your business.

Syncing with Your Estate Plan

Your business and personal estate plans should work together. We’ll help ensure your succession plan aligns with your will, trust, and other documents for total clarity and control.

Frequently Asked Questions About Business Succession Planning

Protect What You’ve Built—Now and Later

  • When should I start planning for succession?

    Now. The best time to plan is before you need it. Whether you’re years from retirement or just starting to think ahead, a plan puts you—and your business—in a stronger position.

  • What happens if I don’t have a succession plan?

    Without one, your business may face legal and operational uncertainty if something happens to you. This could result in family disputes, lost revenue, or even the forced sale of your company.

  • Can I name someone outside my family?

    Yes. Your successor can be anyone—an employee, business partner, or outside buyer. The key is choosing someone capable and documenting it properly.

  • What if I want to sell my business instead?

    That can absolutely be part of your plan. We’ll help you evaluate options, create agreements, and prepare for a clean, profitable exit when the time comes.

  • Does this involve estate planning too?

     It should. Your business is likely one of your most valuable assets, so it’s essential to coordinate your succession strategy with your broader estate plan. We’ll help make sure everything works together seamlessly.