Business Succession Planning in Florida
Strategic Planning for Business Owners Who Want Continuity, Control, and Clarity
Key Takeaways
● Business succession is about continuity, not just exit
● Incapacity planning is often the biggest blind spot
● Personal estate plans and business plans must work together
● Strategy comes before documents
What is business succession planning in Florida?
Business succession planning in Florida is the process of legally preparing for what happens to a business if the owner becomes disabled, retires, or passes away. It focuses on continuity, control, and asset protection — ensuring the business can operate smoothly while protecting family, employees, and long-term value.
Most Florida business owners spend years building their business — but never plan for what happens if they can’t show up tomorrow.
Attorney Sonia Muñoz Gallagher works with business owners to identify legal risks, clarify succession options, and design strategies that align personal estate planning with business continuity.
This is not document-driven planning.
It is strategic legal guidance.
WHO THIS IS FOR
● Closely held business owners
● Professional practices
● Family-owned businesses
● Entrepreneurs preparing for growth or transition
HOW WE WORK (BUSINESS OWNERS)
Clients typically begin with an Estate & Asset Protection Strategy Session, an attorney-led discussion focused on:
● Succession risks
● Control and decision-making
● Intersection of personal and business planning
● Strategic options under Florida law
“If You’re Disabled Tomorrow: The Business Succession + Asset Protection Plan Every Owner Needs in Florida”
Do I need a succession plan if I’m not ready to retire?
Yes. Succession planning addresses incapacity and unexpected events, not just retirement.