Wealth Management Issue

Business Succession Planning

Possible Objectives or Goals for this Topic

Business Succession Planning

  • Creating Buy-Sell Agreements
  • Strategies to improve business continuity planning
  • Keeping a business in the family while reducing the taxes associated with this transition.
  • Planning for the unexpected and its impact on a business: Divorce, death, lawsuits, etc.
  • Selling to Insiders vs. Outsiders.
  • Determining the value of a company.
  • Identifying risk associated with transitioning.

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