Maria Zumpano Withrow, senior counsel in Harris Beach Murtha’s Corporate, Tax and Trusts and Estates practice groups, was featured in a recent Rochester Business Journal article on the role of external advisors and governance boards play in successful business succession planning.

“True strategic succession planning requires a comprehensive approach that integrates multiple disciplines,” Maria said.

Maria also said that an attorney typically serves as a core advisor and business strategist for succession planning. “The lawyer aligns the efforts of all advisors with the owners to ensure that decisions are being made to support the long-term sustainability of the business and achieve the owner’s goals,” she said. “Many advisors have different technical expertise, and it makes it essential to have that core advisor that coordinates and collaborates with these other allied professionals.”

Maria is an attorney and Certified Public Accountant who holds a Master of Business Administration and focuses on corporate law, business strategy, tax planning and estate and business succession planning. Admitted to practice in New York and Florida, she provides a diversified perspective to business owners, guiding them through complex legal landscapes to develop strategic plans that align with both their immediate priorities and long-term vision.

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