Business Succession

News & Analysis as of

Succession Planning Best When Engaged Early And Reviewed Regularly

Most business owners, if you ask them, probably have a basic idea of what succession planning is all about: deciding how ownership interests will be passed when they or their partners or co-owners leave the company. The...more

Buy-Sell Agreements: Good For Business and Good For Your Estate Plan

From unwanted business partners to burdensome estate taxes, the death of a business co-owner can have negative implications for surviving owners as well as for the estate of the deceased. A well drafted buy-sell agreement can...more

Succession Planning for Dental and Dental Specialty Practices

OF THE approximately 27,000,000 privately owned businesses in the United States, only 6,000,000 have employees. An interesting segment of those businesses are certain professional practices with value that can be sold and...more

Recent Trends in Succession & Estate Planning [Video]

The traditional model for business owners to pass their assets on after death to spouses, children and grandchildren is for their professional advisors to suggest a tax-efficient structure which becomes embodied in wills,...more

Problems And Solutions In Business Succession Planning, P.2

We’ve already briefly discussed the importance of planning for a fitting successor, emphasizing that it is important to begin this process sooner rather than later....more

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