Category Archives: Exit Planning Tips

exit planning tips

The Exit Planning Process

Many different companies have described how they approach exit planning for the business owner.  The challenge is that for each business owner the process is likely to be unique.  Some business owners are focusing on selling their business.  Others are … Continue reading

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Creating a Family Council

With a business that has family members involved, it may be valuable to create a Family Council to help manage issues that may arise from the planning for the sale of the business.  Or Family Councils may be useful in … Continue reading

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Asset Protection Trust

In most states when you transfer assets to other individuals, the transfer may be subject to income tax, estate tax, or gift tax. One way to avoid these taxes is to place the assets in an Asset Protection Trust. Transfers … Continue reading

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