Business Succession Planning

When you plan for the future, it is important to keep your small business in mind. Setting up the right business succession plan will keep your family and loved ones secure for years to come. We help business owners develop strong plans that maximize future benefits.

Common business plan goals include:

  • Providing liquidity for business owners
  • Minimizing transfer taxes
  • Ensuring that your business thrives in the future
  • Providing for family members and loved ones

If a business succession plan is not developed correctly, your family and loved ones could have to sell the business to cover taxes. Business and family often mix together, and a business plan that works alongside a strong estate plan will ensure a secure future for your family.

At Mendes Weed, LLP, we are focused on ensuring you have a plan in place that is best for you, your business, and your loved ones.


Our Ratings and Reviews

10.0Christina Weed
9.6Lisa Janine Mendes


PHONE: 925.390.3222

FAX: 925.301.8667


Mendes Weed, LLP is located in Walnut Creek and serves clients around the Bay Area. For your convenience, we also have offices in San Francisco and Sacramento by appointment only.

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Walnut Creek Main Office

1990 N. California Boulevard
Suite 1020
Walnut Creek, CA 94596


San Francisco Office

201 Spear Street
Suite 1100
San Francisco, CA 94105

By appointment only.

Sacramento Office

770 L Street
Suite 950
Sacramento, CA 95814

By appointment only.