There are a few things to consider as you’re evaluating your options and narrowing the list of possible ownership transfer methods.

  • How can you minimize taxes triggered on the sale, particularly for the current owner?

  • What are the current owner’s future income needs?

  • How do we balance the gift to our successor versus to other family members? What’s fair?

  • What are the successor’s liability risks for prior activity?

  • How do we maintain the value of the business over the transition for the owner and successor?

  • How can owners and successors best maintain relationships with family and business partners?

  • What training may be required for us to ensure an effective transition?

  • What involvement or control will the current owner have in future?


We're ready to evaluate our options for ownership transfer.

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If you're ready to evaluate your options for ownership transfer, mark complete and continue on.