Business Wealth & Exit

Business value, succession, selling a business, taxes and converting business wealth into personal wealth.

How much is my business worth?
If I sell my business, how much will I actually keep after taxes?
What happens to my business if I die or can no longer run it?
How do I choose the right successor for my business?
Should I transfer my business to a child, employee, partner, or outside buyer?
What if none of my children wants the business?
How early should I begin succession planning?
What should a business succession plan include?
What happens to my business if I become disabled or unable to manage it?
Do I need a buy-sell agreement?
How often should a buy-sell agreement be reviewed?
How is the purchase price established in a buy-sell agreement?
How is a buy-sell agreement funded?
Can life insurance fund a business buyout after an owner dies?
What happens if a buy-sell agreement is not adequately funded?
What is the difference between a cross-purchase and entity-purchase agreement?
Does my business need a formal valuation for succession planning?
Can a key employee take over my business?
How can I retain key employees during an ownership transition?
How do I transfer ownership without giving up control immediately?
How do taxes affect transferring a business to a successor?
How does succession planning affect my retirement income?
What happens when most of my net worth is tied up in the business?
How do I turn the value of my business into diversified personal wealth?
How should my business succession plan coordinate with my estate plan?
Who should be involved in creating a business succession plan?

Financial Intelligence Center