Shareholders, Succession Planning

Succession Planning Advisors – How to Become the “Trusted Advisor”

IR Global on 8/20/2024

Connecting with the Values and Motivations of Business Owners - As a business advisor, one of the most crucial skills is communicating effectively. In a recent video by Kendall Rawls, Director of Development with The Rawls...more

Great Leaders Establish Great Succession Plans

Balch & Bingham LLP on 7/22/2024

The future success of your organization depends upon your ability to plan and implement a succession plan. Succession planning, first recognized by Henri Fayol in the early 1900s, continues to be a necessity for any...more

The Family-Owned Business, Stock Options, And Personal Goodwill – a Smorgasbord of Tax Issues

Rivkin Radler LLP on 2/9/2024

Many of us have encountered variations of the following scenario: a parent owns and operates a business; one or more of their children are employed in the business; as the children mature and become more experienced and...more

The Importance of a Buy-Sell Agreement for Business Owners

Lathrop GPM on 11/1/2023

If you are the owner of a business that does not have a buy-sell agreement in place, or you have not reviewed your buy-sell agreement recently, it may be time to sit down with your attorney. Buy-sell agreements can be complex...more

Shares in BVI Business Companies – Avoiding a Succession Problem

Conyers on 10/20/2023

British Virgin Islands (“BVI”) business companies are often used for private wealth structuring purposes. However, where the shares in a BVI business company are registered in the name of an individual rather than a corporate...more

Estate and Succession Planning Considerations for Business Owners

Chambliss, Bahner & Stophel, P.C. on 5/23/2023

Estate planning is important for everyone but is especially vital for the future success of small businesses. Proactively planning for the death or retirement of business owners removes uncertainty surrounding ownership...more

Dividing the Multi-Family Corporation

Rivkin Radler LLP on 9/22/2022

Sibling Rivalry- You have probably encountered family-owned corporations in which the founder’s offspring are involved in the business to varying degrees. They may even own some equity, typically having received such equity...more

Does my Company Lose its S-Corp Election if a Shareholder Dies?

Dunlap Bennett & Ludwig PLLC on 9/24/2020

S-Corp tax treatment continues to be a popular choice for many business corporations as they seek favorable tax treatment of business income. The S-Corp status helps a corporation lessen its tax consequences by having income...more

2018 UK Corporate Governance Code published

Dechert LLP on 8/6/2018

A new 2018 version of The UK Corporate Governance Code has been published by the Financial Reporting Council (FRC) following a period of consultation. The new Code is broadly similar to the current 2016 Code, but is in a...more

And the Award For Most Oppressive Conduct By a Majority Shareholder Goes to . . .

Farrell Fritz, P.C. on 8/14/2017

Over the years I’ve litigated and observed countless cases of alleged oppression of minority shareholders by the majority. Oppression can take endlessly different forms, some more crude than others in their execution, some...more

An Oppression How-To: Revoke Employment, Profit Sharing and Control

Farrell Fritz, P.C. on 2/20/2017

An earlier post on this blog, examining a post-trial decision in Matter of Digeser v Flach, 2015 NY Slip Op 51609(U) [Sup Ct Albany County Nov. 5, 2015], described the minority shareholder’s dissolution claim under Section...more

ISS Announces Rebranded Governance Rating System and New Factors

Stinson - Corporate & Securities Law Blog on 11/2/2016

ISS has announced the adoption of QualityScore, a benchmark of corporate governance. QualityScore was previously known as QuickScore, and before that by the monikers “GRId” and “CGQ.” For US companies, the following is a...more

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