Tag Archives: Business Succession

3 Essential Steps to Business Succession Planning – Part 3

Posted on July 12, 2017

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, Corporate, Business Succession Planning | Tagged Business Succession, Exit Strategy | Leave a comment

3 Essential Steps to Business Succession Planning – Part 2

Posted on July 5, 2017

Posted in Legal Watch, Corporate, Business Succession Planning | Tagged Business Succession, Exit Strategy | Leave a comment

3 Essential Steps to Business Succession Planning – Part 1

Posted on June 26, 2017

Business Succession Requires Intricate Planning

You have been actively involved in building your business for years and have seen its continued success, but are beginning to think about retirement. Your situation may involve a child who is part of the …

Posted in Legal Watch, Business Succession Planning, Estates and Trusts | Tagged Business Succession, Exit Strategy | Leave a comment

Employee Stock Ownership Plans: The Overlooked Business Owner Exit Strategy

Posted on February 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 | Tagged Business Succession, ESOP | Leave a comment

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

Posted on November 9, 2016

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 the potential impact of recently proposed Treasury Regulations under Section …