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As a business leader, you have focus, passion, and above all, resilience. You need to take risks and adapt to changes on the fly. Setbacks and mistakes happen but you turn them into opportunities and keep moving forward. We want to play our part in supporting your resilience – providing practical advice that can help you move forward and keep your eyes on the prize.

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How to Choose the Best Succession Plan for Your Small Business

When developing a succession plan for your small business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you transfer your ownership interest to family members, co-owners, employees, or an outside party?

Succession Planning

Determining the Value of Your Business

Business valuation plays a critical role in determining gift and estate tax liability and/or the appropriate selling price for an interest. Because valuing a business is so important, you should be very careful when selecting an appraiser.

Succession Planning

Which Type of Buy-Sell Agreement is Right for Me?

The size of your company will affect your choices in setting up your specific form of buy-sell agreement and may cause one form to be more appropriate than another.

Succession Planning

What is a Business Buy Sell Agreement and How Can it Benefit my Business?

One tool used in business succession planning is the buy-sell agreement. A properly designed buy-sell agreement can allow you to keep control of your business until retirement, disability, death or other specified event.