Business Succession Planning
Business Succession Planning
When you put your heart and soul into your life-long wealth investment, you want to make sure that, as you transition away, the business is taken care of and so are you. SFG has professionals who are qualified and have extensive knowledge in business succession. We will help you through this process; understanding the financial and tax implications and helping you get the most compensation you can from the succession.
- Business valuation
- Creating and documenting a formal contingency plan
- Implementing a buy/sell agreement
- Selling your business to family members
- Selling your business to key management
- Selling your business to a third party
- Selling your business to an employee stock ownership plan
- Minimizing estate taxes during transfer
- Minimizing capital gains tax on the sale of the business
