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Tag Archives: Business Succession
3 Essential Steps to Business Succession Planning – Part 3
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
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3 Essential Steps to Business Succession Planning – Part 2
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 1
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 …
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 …
Posted in Legal Watch, Business Succession Planning
Tagged Business Succession, ESOP
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Proposed Treasury Regulations Section 2704: Sweeping Changes to Valuation Discounts for Family Owned Businesses
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 …
