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Intergenerational Transfers
Blog
What Happens When I Sell My Business? 3 Valuable Strategies
Entrepreneurship has many upsides. Business owners get to decide what they stand for and choose which customers they want to work with, owners set their own schedule and have control over their time, and they have the option to generate a nice income from their...
April 10, 2019
Blog
When’s the Best Time to Start a Plan for the Sale of a Business?
John is very excited. He’s just begun his manufacturing company, he’s got his first customers, hired employees, and delivered his first orders. The business seems to be on its way to success. Selling his company is the last thing on his mind. But why? When...
April 10, 2018
Blog
Transfer Your Business And Avoid The Deal Killer: Taxes
When you started your business, you may have had issues on your mind other than choosing the best corporate entity form for an eventual sale. Now that you are thinking about your exit, however, entity choice (C or S corporation) has become critically important. That’s...
December 5, 2016
Blog
Eight Ways to Exit Your Company
According to Paul Simon, there are 50 ways to leave a lover. Not being as creative as Mr. Simon, we’ve only come up with eight ways for owners to leave their companies: Given the right circumstances, one of these paths may be appropriate for you....
November 30, 2016
Whitepaper
Successful Family Business Transfer
This White Paper describes a model that parents can use to pursue a successful business transfer from one generation to the next. It isn’t the only model that works, but because it depends on six carefully chosen elements, it has the potential for a successful...
October 28, 2016
Whitepaper
Transferring Wealth To Children
In their desire to pass wealth to children, business owners are no different than non-business-owning parents. Business owners are different, however, in the tools they can use to transfer wealth. Whether you own a business or not, the fundamental questions are the same: Business owners...
May 23, 2016
Whitepaper
Transferring Your Company to Key Employees
Owners wishing to sell their businesses to management, (key employees), face one unpleasant fact: their employees have no money. Nor can they borrow any—at least not in sufficient quantity to cash out the owner. As a result, each transfer method described in this White Paper...
April 15, 2016
Blog
Elements of a Plan to Sell to Insiders
Today we discuss the essential elements of a plan owners use to transfer a business to insiders (with the help of skilled advisors) that keeps the owner in control until he or she is paid the sale price. If you suspect that the children, key...
March 24, 2016
Blog
Retiring Boomers: The Good, the Bad, and the Opportunities
The Good It has been discussed for a decade now; the huge bubble of people born after WWII until the middle of the 60’s is quickly approaching retirement. You’ve heard the numbers; Those rumblings you hear could be an avalanche of Boomer sellers of unheard...
January 12, 2016