Ownership Transitions

Plan today for a smooth handoff tomorrow.

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Why Ownership Transitions Matter

A successful business doesn’t just grow — it plans for what comes next. Whether you’re stepping away, selling your company, or transitioning leadership to the next generation, a legally sound ownership transition plan protects your business, legacy, and relationships.



At Wade Law Offices, we help business owners across California and Washington design and implement transition strategies that ensure continuity, reduce tax burdens, and reflect your values.

How We Can Help

Strategic legal support for every type of ownership change.

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Succession Planning

Create a roadmap for leadership changes, whether within the family or to key employees.

Sale or Exit Planning

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Support for selling your business to outside buyers or investors, including due diligence and contract drafting.

Partnership Buyouts

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Legal guidance for buying out retiring or exiting partners with clear terms and tax-smart structures.

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Gifting or Inheritance Transfers

Align business transfers with your estate plan to reduce taxes and preserve control.

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Entity Restructuring

Change your business form (LLC, S-corp, etc.) as part of a long-term succession strategy.

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Contingency Planning

Prepare for unexpected disability, death, or emergencies that could disrupt ownership.

Why Clients Choose Wade Law Offices

Trust. Clarity. Long-Term Security.


  • Integrated business and estate planning
  • Experience with multi-owner and family-owned businesses
  • Dual-state expertise across California and Washington
  • Clear, client-first communication


Whether you're retiring, reorganizing, or planning decades ahead—we’re here to help.

Frequently Asked Questions

  • When should I start planning for a transition?

    Now. Early planning allows for smoother exits, fewer tax surprises, and better outcomes.

  • Can I gift my business to my children?

    Yes, with the right structure. We’ll help you minimize taxes and preserve your goals.

  • What if my partner wants to exit suddenly?

    We assist with buyouts, agreements, and revising your operating documents quickly.

  • Do you work with family-owned businesses?

    Yes. We have extensive experience helping families pass businesses to the next generation.

  • Will this affect my estate plan?

    It can. We align your business and estate planning to avoid conflict and inefficiency.

  • Can you help with valuation or finding buyers?

    While we don’t conduct valuations, we coordinate with professionals and protect your interests during sale or transition.

We’re Ready to Help

Step away on your terms. Pass the torch with peace of mind.