News & Insights: Start Planning Your Exit Now

Strategies to Consider Now For a Tax-Efficient Business Exit Later Plus What's Your Leadership Legacy? Plus How to Prepare to Transition the Family Business to the Next Generation

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February 7, 2019

Selling a Business: 6 Things to Do to Plan Properly The time to be sure that your company is prepared for a sale is well before the transaction occurs. Having an exit strategy is vital both in terms of continuity of the business and in terms of your personal financial and retirement planning. WATCH THE VIDEO Share this story:

Strategies to Consider Now For a Tax-Efficient Business Exit Later If you own a thriving business, sooner or later you're likely either to sell it, hand it to family members or take it public. Whether you're just starting out or thinking about retiring in the next few years, you need to consider the best steps to mitigate tax burdens for yourself and your successor. WATCH THE VIDEO Share this story:

What's Your Leadership Legacy? Building a leadership legacy allows you to identify the contribution you want to impart to your company and people — whether it's a new way of thinking, learning or doing. Read More » Share this story:

How to Prepare to Transition the Family Business to the Next Generation Few family business survive into the second generation and even fewer make it into the third generation of a family. Family business owners should start planning at least five years in advance to help ensure a successful transition. WATCH THE VIDEO Share this story:

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