Business Succession Planning

Monday, September 10, 2018

Estate Planning for the Business Owner

How can I ensure my business continues on with the next generation?

Running a business can be all consuming. Small business owners often find themselves fulfilling a wide range of roles, ranging from that of the general manager, accountant, marketing manager, human resources department, therapist, handyman, and much more. With so many jobs to fulfill, it can be easy for a small business owner to put estate planning on the back burner. Without an estate plan in place, however, your death could mean the end of your business as well as financial loss for your family.


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Monday, February 22, 2016

A Primer on Business Succession Planning

How Can I Ensure the Continuity of My Small Business?

One of the critical issues for small business owners seeking to establish an estate plan is to consider the transition of a family owner or closely held business. The overarching goal of business succession planning is to ensure business continuity while minimizing the potential for family disputes.

There are a number of complex legal and tax issues related to a succession plan that can affect future generations, and an individual looking to preserve a family business will be well-served by engaging an estate planning attorney with expertise in business law.


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Monday, May 18, 2015

Protecting the Assets of My Family Owned Business


What Can I Do to Protect Assets in Our Family Business?

Proactive business succession and estate planning can help preserve your business interests and allow them to be passed on to loved ones. This type of planning will require some thought and the process should start with some honest discussions among family members. There are many issues to consider, as outlined by Fidelity Investments in the link above, and many ways to plan around these issues.
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