Ownership
Clarify how an ownership interest should be held or transferred and what existing agreements address.
Business Owner Legacy Planning
Business Succession Planning for Georgia Owners
You have built a company people depend on. Plan how ownership, management, and family responsibilities fit together when you step away, need someone to act for you, or prepare for a future transition.
The planning framework
Ownership. Authority. Succession.
Coordinate the company’s documents and decisions with the personal plan behind them.
Authority
Identify who should act during an absence or incapacity and what access they may need.
Succession
Connect future leadership and ownership intentions with family and estate planning goals.
Which transition are you preparing for?
Family businesses
Discuss future ownership or leadership, family members outside the business, and the decisions that need documentation.
Businesses with co-owners
Consider retirement, departure, incapacity, transfer, valuation, and purchase questions.
Owner-dependent companies
Identify interim decision-makers, access to essential information, and the company’s longer-term future.
Owners preparing for a future exit
Clarify the intended transition, people involved, and documents and advisers needed next.
A defined engagement
Start with the decisions, then define the work.
The first conversation focuses on your business, your role, and the transition questions you want answered.
What to be ready to discuss
- The type of business and whether there are co-owners.
- Who currently makes important decisions.
- Whether a family member, employee, or partner may eventually take over.
- Whether business agreements and personal planning documents already exist.
- The main question prompting the conversation.
Please do not send agreements, financial information, or other confidential material through the public assessment.
Common questions
Practical answers before you begin.
Begin the conversation
Make the next step clear.
Talk with Touré Legal about the people, property, or business you want to protect.