// Business Owner Advisory
Guiding Your Enterprise Through Every Transition
At TOPO, we help business owners establish governance and succession frameworks that preserve enterprise value while strengthening relationships.
// What we provide
What makes up Business Owner Advisory
Family-owned and closely held businesses are built on more than capital—they are built on vision, trust, and legacy. Protecting these requires more than standard legal documents. It demands a structure that anticipates the future, integrates tax efficiency, and balances the interests of both the business and the family behind it.
Our work goes beyond entity formation and operating agreements; we remain a long-term partner, guiding you through leadership transitions, ownership changes, acquisitions, or sales—always with an eye on protecting both the business and the family’s cohesion.
Entity Structuring
Design of LLCs, corporations, or partnerships that optimize taxes, protect assets, and provide clarity of ownership.
Business Governance
Creation of decision-making protocols, advisory boards, and family councils that promote accountability and reduce conflict.
Succession Planning
Structured leadership and ownership transfers that preserve operational stability and family harmony.
Mergers & Acquisitions
Negotiation, due diligence, and deal structuring with attention to both financial value and relational dynamics.
Business Sale Strategies
Preparation, valuation alignment, and tax optimization for a smooth, profitable exit.
Buy-Sell Agreements
Enforceable arrangements that address triggering events, valuation methodology, and funding mechanisms.
Family Member Employment Policies
Clarity on roles, responsibilities, and compensation for relatives involved in the business.
Capital & Ownership Transitions
Equity reallocation strategies that align with both tax planning and family objectives.
Confidential Stakeholder Agreements
Discreet documentation to govern sensitive partnerships or investor relationships.
From governance to exit, TOPO anticipates operational, tax, and relational implications—discretely handling negotiations at the highest level while keeping enterprise value and family harmony intact.
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