Tag Archives: Business Succession

Employee Stock Ownership Plans: The Overlooked Business Owner Exit Strategy

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 transfer …

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Valuation Discounts for Family Owned Businesses

Proposed Treasury Regulations May Bring Sweeping Changes to Valuation Rules If 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 …

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