Facilitating The Preservation, Protection And Sustainability Of Your Business

Every business is unique, as is every business owner. In many cases, we create plans for families and long-standing business partners, incorporating a host of human dynamics into the succession planning.

At McCoy Fatula, APC, we are creative advocates prepared to adapt both individual and family business succession planning to changing dynamics. We help clients throughout the Sacramento area and across the U.S. strategize and instill confidence in the people who make their businesses hum. Whether in Sacramento, or the Bay, or down in Los Angeles, our team will apply advanced knowledge, experience and technology to provide you with a cost-effective and timely planning process you can depend on for the results you envision.

A Plan For All Seasons — All Types Of Entities

Circumstances may change from the beginning to the end of the process or from year to year once your plan is in place. Our attorneys work closely with each of our clients to review completed plans regularly to ensure their business can continue to prosper and maximize shareholder returns. We work diligently to ensure tax efficiency, minimized exposure to liabilities and financial stability for business owners and their families.

We will discuss your estate plan, insurance policies, debts and liabilities, retirement goals, transactions involved with business succession, tax implications, ongoing governance of the business and employment law.

We can help you achieve your goals with a comprehensive plan, whether you are:

  • Selling your business and moving on to a new venture
  • Passing your business on to the next generation
  • Retiring with the goal of seeing your business continue to operate as you built it

Speak With A Lawyer Who Is Ready To Get To Work

Please contact us to speak with a lawyer in Roseville, California, today or to schedule a meeting. We are available at 916-945-2780 or 800-728-2184, and we look forward to speaking with you.