Sale of Business

Comments: 4

• 27 Feb
  Jordan Slingo

  I would love to see this also include topics like getting a professional business valuation/appraisal, estimating exit costs, evaluating pros/cons of different types of buyers, financing structures, estate planning implications, ability to offset gains with accelerated giving (DAF, 529 lumping).

• 22 Jul
  Knud Gotterup

  Include tax reduction strategies, trusts, funding 401(k)/SEP-IRA/Cash Balance plan,

• 22 Sep
  Jacquelin Merged

  Flowchart/list of items to consider in process of selling a business. Things to do in preparation 1 year out, 6 months out, etc.

• 07 Oct
  Christina Gamache

  Include defined benefit/contribution plans