Business Succession Solutions That Support Long-Term Planning

Strategic Planning for Business Continuity


Business succession planning helps address leadership and ownership transitions while preparing for the future of your company. At Leo Law Office, we assist business owners in developing clear, legally sound strategies aligned with their objectives and designed to reduce disruption where possible. From structuring ownership transfers to drafting essential agreements, we provide legal guidance tailored to each business’s circumstances. Early planning allows business owners to better prepare for future transitions.

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Contract Drafting and Breach of Contract Matters


Every business, regardless of industry, relies on well-drafted contracts to clarify obligations and manage risk. Leo Law Office assists with drafting, reviewing, and negotiating business agreements intended to support both current operations and future planning, including business succession considerations. These agreements may include vendor contracts, purchase agreements, loan documents, and technology service terms. Careful contract review helps businesses better understand responsibilities and potential exposure before entering into binding agreements.

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Contract Negotiation and Risk Assessment


Thoughtful contract drafting can help businesses address both present and future considerations. Attorney Shawn Leo works with clients to draft and negotiate agreements that reflect their business model and succession planning goals. This may include shareholder agreements, vendor arrangements, or real estate transactions. During the review process, we help identify unclear or unfavorable terms and revise provisions related to performance standards, obligations, and risk allocation. Representation during negotiations focuses on ensuring contracts accurately reflect the agreed-upon terms.

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Incorporation Services and Corporate Governance


Business formation requires careful consideration of legal structure and governance requirements. Whether forming a limited liability company (LLC), partnership, or corporation (S-Corp or C-Corp), each structure carries different legal and tax considerations, particularly when ownership transitions are anticipated. Shawn Leo advises clients on business formation, corporate governance, and succession-related planning, including drafting bylaws, operating agreements, and partnership agreements appropriate to the chosen structure.

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Ongoing Legal Support for Business Operations and Planning


Leo Law Office provides ongoing legal services to support corporate governance and regulatory compliance throughout a business’s lifecycle. This may include assistance with non-disclosure agreements, service contracts, entity maintenance, and shareholder resolutions. These services help support day-to-day operations while also addressing longer-term planning considerations, including succession. If disputes or litigation arise, we provide legal representation informed by an understanding of the company’s structure and governing documents.

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Why Choose Leo Law Office as Your Business Succession Lawyer?


Why choose Leo Law Office for business succession planning in Solana Beach? Attorney Shawn Leo provides legal guidance informed by experience in corporate law and financial services, assisting business owners with ownership transitions and continuity planning. His background supports a practical approach to succession planning focused on legal compliance and business considerations. Leo Law Office serves business owners in Solana Beach and surrounding areas with clear communication and individualized legal support.

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Legal Insights & Updates

A row of semi trucks are driving down a curvy highway.
By Leo Law Office, APLC February 11, 2025
When it comes to freight transportation, non-payment for services can create significant legal challenges for both shippers and freight carriers. If a shipper fails to pay for services rendered by a freight carrier, the carrier has legal rights to pursue
A group of volunteers are standing around a table.
By Leo Law Office APLC December 20, 2024
When it comes to nonprofit organizations, two common types are private foundations and public charities. While both types serve charitable purposes and enjoy tax-exempt status under IRS rules, they differ significantly in structure, funding sources, and operational flexibility.
A man in a suit is shaking hands with another man.
By Leo Law Office APLC December 19, 2024
Forming a business partnership in California is an exciting step, but it also comes with risks if expectations and responsibilities aren’t clearly defined. A partnership agreement is a legally binding document that outlines the roles, responsibilities, and expectations of each
A group of people are sitting at a table with a laptop , tablet , and clipboard.
By Leo Law Office APLC December 18, 2024
Selling a business in California can be a rewarding, life-changing event, but it’s a complex process that comes with potential risks and challenges. From valuation to legal compliance, there are pitfalls that can complicate or derail the sale if not
A man and a woman are having a meeting in an office.
By Leo Law Office, APLC December 10, 2024
Companies place immense trust in their officers—CEOs, CFOs, and other key executives—to uphold the company’s best interests. This trust isn’t just ethical; it’s a legal fiduciary duty. When an officer breaches that duty, the consequences can be severe, and the company has every right to pursue remedies.
A man and a woman are standing next to a cardboard box filled with fruits and vegetables.
By Leo Law Office, APLC August 14, 2024
Forming a non-profit organization is a meaningful way to contribute to a cause or community, but it involves careful planning and adherence to legal requirements.
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Business Succession