Succession and Exit Planning Articles

For most business co-owners, the value of their business shares comprises a big percentage of their estates. Having a buy-sell agreement protects co-owners and their heirs and helps avoid hassles with the IRS.

Do you have a viable succession plan in place for your company? Here are ways to get started and make the process easier.

Even if your business is established and on solid ground, don’t overlook the potential value of a detailed business plan.

Buying or selling a business? It may be the most important transaction you ever make, so it’s important to understand the tax implications as you negotiate.

At some point as a business owner, you might entertain the idea of selling and moving on to a new endeavor. The process of selling a business can be tedious, but having a plan in place and knowing the tax implications of a business sale can help reduce the stress and, potentially, the tax implications.

Discover how the generation-skipping tax could impact your estate planning.