Retirement Transactions

A business owner may choose to retire and sell his ownership interest, either to the business itself (a redemption agreement) or to another partner (a cross-purchase agreement). Lewis Business & Estate Planning, APC has helped many business owners transition to retirement by structuring the sale of their interest, including the redemption of an interest in a billion dollar money management partnership.

Lewis Business & Estate Planning, APC is a thought leader in this area, publishing peer-reviewed articles on this topic in professional journals like Bloomberg’s esteemed BNA Tax Management Real Estate Journal.

CONTACT INFORMATION

Lewis Business & Estate Planning, APC
949 South Coast Drive, Suite 555
Costa Mesa, CA  92626
Phone: (714) 581-8808
Fax: (714) 581-8809

 

ATTORNEYS
Christy L. Lewis, J.D., LL.M: clewis@lewisplanning.com
Jessica Ertel, J.D.: jertel@lewisplanning.com


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