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Succession Planning Business Ownership Business Valuations

IR Global

Understanding Client Motivations: Key to Making a Significant Impact

IR Global on

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

Ward and Smith, P.A.

Closely Held Businesses: You Make the Plan, or a Plan Will Be Made For You

Ward and Smith, P.A. on

Who is the Better Planner for Your Affairs: You or the State? Planning for the succession of a closely held business is a lot like making a will. An individual has the opportunity to make a will that directs how the...more

Blank Rome LLP

Estate Planning for the Business Owner Series, Part 5: Estate Planning and the M&A Process

Blank Rome LLP on

Once the business owner is ready to sell the business, there will be considerable time and energy focused on that goal. The client may engage an investment banker or business broker to assist in the sale, along with dedicated...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

DarrowEverett LLP on

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

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

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