News & Analysis as of

Succession Planning Business Plans

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

by Ward and Smith, P.A. on

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

Should a Family Business Consider an IPO as an Exit Strategy?

by Davis Wright Tremaine LLP on

There are a multitude of ways to realize ownership transition–some simple, some complex, some a safe bet and some full of risks. For the ambitious, successful family-owned company that wants to make it to the big leagues, an...more

Tax Law Uncertainty Should Not Delay Farming Business Succession Planning

by Downey Brand LLP on

President Trump promised and will pursue tax reform, but Congress must agree to any proposal. For the most part, a majority vote in both houses would allow tax reform for about a decade, and at least sixty Senate votes would...more

Business Planning Alert: "Selling a Business? Be Sure Your Financial House is in Order"

by Porter Hedges LLP on

When an investor makes a decision to buy a business, the focus in almost every instance is on the business's future financial performance. Accordingly, an owner who has decided to sell a business must ensure that the...more

Jones Presents at NCBA Estate Planning and Probate Section Annual Meeting

by Moore & Van Allen PLLC on

Charlotte Wealth and Estate Planning Member Chris Jones spoke at the North Carolina Bar Association (NCBA) Estate Planning and Probate Section Annual Meeting in Kiawah Island, SC on July 28. The presentation titled,...more

Your Business Plan Will Sell Your Business

by Gray Reed & McGraw 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

Estate Planning NOW: Preparing for a New Government

by Lewitt Hackman on

It’s impossible to predict what any future president will do, or what Congress will approve. But in light of comments president-elect Donald J. Trump made on the campaign trail, and given that Grand Old Party members will...more

Selling Your Business: Why Accurate Financials are Important

by Gray Reed & McGraw on

This is the fourth installment of a series discussing potential pitfalls that JR and Sue Ellen Pawlenty, who own Pawlenty Energy, should be wary of when they are trying to sell their business. Recently, Tilting the Scales...more

Game Changer? Succession Planning Targeted by IRS

by 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

Possible Changes Coming for Valuations of Family Limited Partnerships and Limited Liability Companies

by Barley Snyder on

On Tuesday, the Treasury Department and Internal Revenue Service issued proposed regulations which will make it more difficult to pass wealth to future generations while minimizing estate and gift taxes. For decades families...more

Business Succession Planning: Time is Not on Your Side

by Burr & Forman on

There’s a reason why there are countless quotes, clichés, idioms, songs, etc. about time. It’s an equalizing resource. No matter how many times you cross back and forth over the International Date Line, we all have the same...more

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