To learn more about how Whitnell can help you transfer your family business, please call us at 630-575-2300 and ask to speak with Bob Legan.


The situation presented here is an illustration based on real life circumstances. It demonstrates the approach Whitnell might use to resolve a complex set of issues related to the transition of a privately owned business. Please note that we have changed the names and details of this client to protect their privacy.

The information contained in this case study is provided for informational purposes only. No illustration or content in it should be construed as a substitute for informed professional tax, legal, and/or financial advice.