What Comes First? Estate Planning or Exit Planning?

A successful business Exit Plan achieves three important owner goals: Financial Security: The business sale or transfer provides the amount ... Read More

 

Death and Taxes vs. Preserving Wealth: The Final Exit Planning Co...

Full disclosure: Wealth preservation planning can’t help any of us cheat death, but it can help business owners avoid ... Read More

 

Business Continuity Planning for Co-Owners

Imagine that on the eve of your wedding, you make a plan to divorce your spouse, on friendly terms, in ... Read More

 

Maintain Control, Save on Taxes, and Set Fair Value Using a Buy-S...

There is a strong case for creating a Buy-Sell Agreement for co-owned businesses. If owners agree about how to appraise ... Read More

 

One Way to Decide When to Sell

How do you know the right time to sell your company? One answer to this age-old question is that the ... Read More

 

The Essential Business Agreement: A Business-Continuity Agreement...

If you co-own your business, the business-continuity agreement (or buy-sell agreement) is one of the most important documents that you ... Read More

 

Avoiding Disasters in Insider Transfers

Steve Smith was no different than millions of other baby-boomer business owners in that the thought of leaving his business ... Read More

 

Elements of a Plan to Sell to Insiders

Today, we discuss the essential elements of a plan owners use to transfer a business to insiders that keep the ... Read More