Category Archives: Business Succession Planning

3 Essential Steps to Business Succession Planning – Part 3

Jul
12
2017

Estate and Business PlanningYou are beginning to think about retirement. You have been actively involved in building your business for years and have seen its continued success. You may have a child in the business, or you may have certain employees who want …

Posted in Legal Watch, Corporate, Business Succession Planning

3 Essential Steps to Business Succession Planning – Part 2

Jul
05
2017

Business people sit by the table in conference roomYou are beginning to think about retirement. You have been actively involved in building your business for years and have seen its continued success. You may have a child in the business, or you may have certain employees who want …

Posted in Legal Watch, Corporate, Business Succession Planning

3 Essential Steps to Business Succession Planning – Part 1

Jun
26
2017

business succession plan

You are beginning to think about retirement. You have been actively involved in building your business for years and have seen its continued success. You may have a child in the business, or you may have certain employees who want …

Posted in Legal Watch, Business Succession Planning, Estate Planning and Administration

Employee Stock Ownership Plans: The Overlooked Business Owner Exit Strategy

Feb
10
2017

Employee Stock Ownership Plans, or ESOPs for short, are gaining momentum as “baby boomers”, who are turning age 65 at a rate of 10,000 per day for nearly the next two decades, look to retire. Many owners are looking to …

Posted in Legal Watch, Business Succession Planning

Proposed Treasury Regulations Section 2704: Sweeping Changes to Valuation Discounts for Family Owned Businesses

Nov
09
2016

Business Succession Planning MeetingIf you own a family business and are considering transferring interests in your business to other family members through a succession plan, it’s important to gain a thorough understanding of the potential impact of recently proposed Treasury Regulations under Section …

Posted in Legal Watch, Corporate, Business Succession Planning, Estate Planning and Administration