Exit Planning and Business Transition Advisors
   

Transfers to Insiders

Minimize
The transfer of ownership interests to children, family members, key employees or a co-owner must address two fundamental questions.
  1. How to minimize tax consequences to the seller, to the business and to the new owner on the transfer of ownership?
  2. How to structure the transaction to guarantee receipt of all the monies due the selling owner?
The finished Exit Plan will address these two issues and more.  You will have a comprehensive road map to accomplish your business transition goals. 

We can serve as interim executives should you need hands on help in executing the Exit Plan.

Each situation is unique.  We will provide the appropriate level of on-going assistance to see the Exit Plan through to completion.