We advise founders, family businesses, and boards through the handoff that decides whether what they built outlives them — succession, recapitalization, and the governance to hold it together afterward.
Getting a business from one generation of leadership to the next without losing the thing that made it worth leading.
Restructuring who owns what, and on what terms, so the business can grow without outgrowing its own foundation.
Building the board, the bylaws, and the decision rights that keep a transition from unwinding a year later.
Every engagement is filed, scoped, and closed like a matter — not left open-ended.
A scoped engagement with a matter number, a defined question, and a named partner — not a retainer with no edges.
Transitions fail on relationships as often as structure. We sit with founders, families, and boards directly.
Every matter ends with a written record of what changed and why — so the next generation isn't guessing.
"Halyard & Marsh treated our succession like a matter with a start and an end — not a relationship they'd keep billing forever. That alone changed how the family approached it."— Managing Partner, third-generation family business