Strategies for transitioning closely-held and family-owned businesses
Tax and Legal implications related to selling a business
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).
Include tax reduction strategies, trusts, funding 401(k)/SEP-IRA/Cash Balance plan,
What are some possible ways to reduce capital gains for business owners and high net worth families? Charitable Remainder Trust vs Deferred Sales Trust vs Others. How can we explain the different options to clients and when to get an estate planning attorney involved?
Flowchart/list of items to consider in process of selling a business. Things to do in preparation 1 year out, 6 months out, etc.
Include defined benefit/contribution plans
Considerations of Buy/Sell agreements between business partners.
"Buy/Sell Agreements" (suggested by Steve Conkin on 2020-12-21), including upvotes (4) and comments (0), was merged into this suggestion.
"Sale of Business" (suggested by Meghan McBride on 2018-10-06), including upvotes (36) and comments (4), was merged into this suggestion.
"Ways to reduce capital gains taxes on a business or special asset sale" (suggested by Christina Gamache on 2020-09-21), including upvotes (1) and comments (0), was merged into this suggestion.
0 / 1,000
* Your name will be publicly visible
* Your email will be visible only to moderators
This feedback board is powered by Feature Upvote.
When submitting your email with a suggestion or comment, Feature Upvote uses your email to
Your email is never displayed to other users. Suggest a Flowchart or Checklist staff will be able to see your email address.
We’ll email you when the status of the suggestion changes. You can unsubscribe at any time with a single click.
* Comments and upvotes from this suggestion will be moved to another suggestion.
Edit the selected suggestion and create a new one.
Comments and upvotes will also be moved.