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IR Global

Understanding Client Motivations: Key to Making a Significant Impact

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Jeff Faulkner, co-founder of the International Succession Planning Association, speaks about the challenges that arise when transferring ownership of a business to the next generation. In the video, he points out the...more

Blank Rome LLP

Estate Planning for the Business Owner Series, Part 4: Document the Transfer

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Once a business owner has an understanding of the value of the business and the tax and cash flow impacts of the transfer, the next step is to document the transfer. This may be done by the client’s separate business legal...more

Blank Rome LLP

Estate Planning for the Business Owner Series, Part 2: Valuing the Business

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The value of an asset at the time of a transfer is the key component to the United States’ transfer tax system. Gratuitous transfers during lifetime are considered gifts, while transfers as a result of the death of the owner...more

Allen Barron, Inc.

Business Succession Planning Podcast with Janathan Allen

Allen Barron, Inc. on

Allen Barron's podcast on Business Succession Planning focuses on one of the most important part of protecting an owner, member, partner, shareholder or investor in any company, and yet less than one in four businesses have a...more

DarrowEverett LLP

Do It Better Than ‘Succession’: How to Optimize Transition for Your Waystar Royco

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Over the past three seasons, fans of the hit HBO series Succession have had an entrée into the fabulous lifestyles enjoyed by members of the Roy family and a front-row seat from which to observe the myriad succession...more

Porter Hedges LLP

Business Planning Tips: "Selling A Business? Prepare For Legal Due Diligence"

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The activity level for mergers and acquisitions in the middle market surely will recover as the world adjusts to COVID-19 and related consequences. If a business owner hopes or needs to market the business for sale, or to...more

Harris Beach PLLC

Planning to Sell Your Brewery? 5 Strategies to Make Your Business More Attractive, Even During a Pandemic

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The strong pace of craft brewery acquisitions seen in recent years will likely reverse course in 2020 due to the economic challenges and uncertainty caused by the ongoing coronavirus pandemic. But despite the impact of...more

Ballard Spahr LLP

White Paper: OK, Boomer: With COVID-19, It’s Time to Dust Off That Resiliency Again

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This article is directed to Baby Boomer business owners (BBBOs) who are feeling overwhelmed by the prospect of having to reset their transition plans. Many of us who are active in the business transition planning space have...more

Winstead PC

Unlocking Hidden Business Value: Securing Top Dollar by Giving Full Appreciation to All Available Assets On The Sale of A Private...

Winstead PC on

In the midst of a global Pandemic that is devastating to the health of our community and to our economy, the last thing on the minds of private business owners may be the future sale of their company. But while business...more

Goulston & Storrs PC

When Is The Right Time To Sell Your Company? ©

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The decision of business owners as to whether or not and when to sell their business is a complicated and often perplexing issue....more

Davis Wright Tremaine LLP

To Sell or Not to Sell Your Business? That is NOT the Question

Business buyouts are red hot, and pricing is back up to where it was before the Great Recession, thanks to cheap financing and a stronger U.S. economy. The fact is that this market won’t last forever. Feeling the pressure...more

Cole Schotz

Thinking About Selling Your Business? Three Keys To Success.

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There are numerous reasons you might consider selling your business – it could be that retirement beckons, your business has reached its growth limit under current management or financial constraints, or an exit opportunity...more

Gray Reed

Your Business Plan Will Sell Your Business

Gray Reed on

This is the last installment of a series discussing potential pitfalls relating to selling your business. Recently Tilting the Scales highlighted Successfully Selling Your Business: Top 6 Potential Pitfalls; So You Might...more

Gray Reed

Successfully Selling Your Business: 4 Tips – No Matter the Buyer

Gray Reed on

Among the growing number of business owners looking to sell their business, JR and Sue Ellen Pawlenty are in the market to sell their company Pawlenty Energy. Recently Tilting the Scales highlighted Successfully Selling Your...more

Lewitt Hackman

Game Changer? Succession Planning Targeted by IRS

Lewitt Hackman on

The Department of the Treasury wants to place limitations on valuation discounts that are currently commonly used to reduce asset values in family-owned and closely-held businesses, in an effort to increase tax revenue. The...more

Gray Reed

Successfully Selling Your Business: Top 6 Potential Pitfalls

Gray Reed on

Among the growing number of business owners looking to sell their business, JR and Sue Ellen Pawlenty are in the market to sell their darling Pawlenty Energy. This month, Tilting the Scales highlights a variety of issues is...more

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