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Estate Planning › Exit Strategies

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Procopio, Cory, Hargreaves & Savitch LLP

8 Steps to Take Before a Successful M&A Exit

Procopio, Cory, Hargreaves & Savitch LLP on

Most entrepreneurs dream of someday selling their company. There are several steps they should be taking well in advance to ensure a profitable exit. Procopio Partner Bill Eigner identified 8 key steps business owners should...more

Tucker Arensberg, P.C.

Business Owner’s Guide: Plan Your Exit

Tucker Arensberg, P.C. on

As America’s largest generation approaches retirement age, we are seeing an influx of business owners looking for an exit ramp. Curiously, we are also seeing business owners of younger generations exiting, or planning to...more

Lowenstein Sandler LLP

How Founders Can Get Paid (and Keep the Cash): A Practical Guide

Lowenstein Sandler LLP on

Understanding market trends and effective planning strategies can yield improved financial results for start-ups and growth companies. Starting your start-up. What type of entity you form impacts your taxes, which hits your...more

Warner Norcross + Judd

Passing the Family Cottage to the Next Generations

Warner Norcross + Judd on

As the family gathers at the summer cottage or vacation property each season, the senior generation might think about how nice it would be for these multi-generational gatherings to continue for years to come....more

Allen Barron, Inc.

Preparing A Company For Sale - A Podcast with Janathan Allen

Allen Barron, Inc. on

In the podcast, Preparing a Company for Sale, Janathan Allen, discusses all of the steps required to get ready to sell your business and the concepts and goals you should evaluate before you begin the process. What do you,...more

Warner Norcross + Judd

Shared Ownership of Family Cottages, Part Three: Creating a Governance Agreement for a Shared Property

Warner Norcross + Judd on

In previous blog posts, we have explored whether your family wants to keep the family cottage or vacation property in the family, and the options for the form of ownership you want to use for the next generation. In this...more

Wyrick Robbins Yates & Ponton LLP

Preparing for an Exit: Tips for a Smoother Sale of your Business

Wyrick Robbins Yates & Ponton LLP on

We’re often asked what advice we’d give to business owners that have an exit transaction on the horizon.  Our answer?  It’s never too early to begin preparing.  Below are a number of key preliminary steps that a private...more

Miller Nash LLP

Business Owner Exit Planning at Inception

Miller Nash LLP on

This is the first installment of many on the topic of business owner exit planning. What is business owner exit planning? Business owner exit planning in its most basic form recognizes business owners will not operate a...more

Adler Pollock & Sheehan P.C.

Estate planning for your business: Use an ESOP to properly address your closely held company

Adler Pollock & Sheehan P.C. on

If a substantial portion of one’s net worth is tied up in his or her closely held business, it’s critical to have an exit strategy. This article explains why an employee stock ownership plan is one tool that offers a...more

Moore & Van Allen PLLC

Jones Presents at NCBA Estate Planning and Probate Section Annual Meeting

Moore & Van Allen PLLC on

Charlotte Wealth and Estate Planning Member Chris Jones spoke at the North Carolina Bar Association (NCBA) Estate Planning and Probate Section Annual Meeting in Kiawah Island, SC on July 28. The presentation titled,...more

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