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Business Owners

Business Planning Services

You’ve built your business from the ground up. Before you started your business, you had a plan on how to grow sales, watch expenses and provide for your employees. Have you painted yourself into a corner, or do you have a business exit strategy? Have you wondered about the best ways to keep and promote your employees? How would the unexpected loss of a partner, key employee or even yourself impact your business future?

Listed Below are 19 different ways to gift or sell a business interest. Don’t you owe it to yourself to look at all the options to see how to mitigate taxes, and walk away on the best terms? Let us work with you to put together a path to help you get the price you need to afford the retirement lifestyle you have dreamed of enjoying.

  • Installment Sale
  • Wait and See Buy/Sell
  • Deferred Compensation Plan
  • Lump Sum
  • Stock vs. Asset Sale
  • Gift to Charity
  • Cross Purchase
  • Stock Redemption
  • Self-Cancelling Installment Note (SCIN)
  • Voting/Non-voting stock
  • Employee Stock Option Plan (ESOP)
  • Non-compete agreement
  • Gift vs Purchase
  • Private Annuity
  • Stock Swap
  • Trusted Cross Purchase
  • Intentionally Defective Irrevocable Trust
  • Entity Change, (C, S, LLC)
  • Let the probate court decide

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