Category: Uncategorized

Keeping the Business in the Family

Whether selling your business to other shareowners, to family members, to employees, or 3rd party, One way to make the planning process easier is to begin with the end in mind Designing a plan to sell to family members often requires additional planning. Done improperly can cause both the business and family unity to suffer […]

Read More

Business Succession Planning–The Dream Team

With the rising complexity of taxes (lifetime capital gains exemption, small business tax rates), corporate structures (opco, rentco, holdco, family trusts, preferred and common shares), financial products for business owners (tax deferred investments, vendor financing, offsetting capital gains, insurance), and legal issues (buy sell agreements, negotiations) it is difficult to stay ahead. Let alone developing […]

Read More