Tag Archives: Business Succession

3 Essential Steps to Business Succession Planning – Part 3

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 …

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3 Essential Steps to Business Succession Planning – Part 2

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 …

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3 Essential Steps to Business Succession Planning – Part 1

business succession plan 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 …

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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 …

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

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 …

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