Author : Gregory Monday
Publisher : American Bar Association
Page : 188 pages
File Size : 50,79 MB
Release : 2022-05-02
Category : Law
ISBN : 9781641056915
"This book provides lawyers with step-by-step guidance on how to lead family business owners through the succession planning process to produce a result that is tailored to the unique circumstances and objectives of the owners and their successors."--Back cover.
Author : Clayton W. Chan
Publisher : Aspatore Books
Page : 82 pages
File Size : 18,97 MB
Release : 2012-03-01
Category : Business & Economics
ISBN : 9780314282088
Business Succession and Estate Planning for the Closely Held Business Owner provides a solid foundation for understanding and communicating effectively with your attorney and other professional advisors regarding how to set up a winning business succession plan. Although business succession and estate planning is often viewed as an arcane field, full of complex concepts and terminology, it is also essential for every closely held business owner. Neglecting this type of planning is to risk having your business and other assets pass in ways that you did not intend. Among other things, Business Succession and Estate Planning for the Closely Held Business Owner guides you through the business succession plan cycle, the federal transfer tax system, and core estate planning documents, such as wills and revocable trusts. Youll also be introduced to the concepts of holding entities, recapitalization, and estate freeze planning. Armed with this knowledge, you will be able to participate more fully in the planning process in order to design a plan that reflects your most important wishes and desires when it comes to this topic.
Author : Louis A. Mezzullo
Publisher : American Bar Association
Page : 158 pages
File Size : 17,95 MB
Release : 2007
Category : Business & Economics
ISBN : 9781590318379
Nationally known estate planning authority Louis A. Mezzullo provides comprehensive yet practical advice for designing an effective buy-sell agreement to be used as an exit strategy or as part of the succession or estate planning process. He explains what to consider when drafting an agreement for a C or S corporation, a partnership, or a limited liability company. Tools include the suggested terms of a well-drafted agreement, discussions about funding options, tax consequences, and valuation. Includes CD-ROM with sample agreements.
Author : Steve Goodman
Publisher : LULU
Page : 109 pages
File Size : 42,5 MB
Release :
Category :
ISBN : 1483406458
Author : C. Aronoff
Publisher : Springer
Page : 103 pages
File Size : 33,80 MB
Release : 2017-06-30
Category : Business & Economics
ISBN : 1137512083
Helps to prepare for passing the family business on to the next generation. Leaders will learn how to create a succession plan; how to develop opportunities for succession candidates; how to build consensus with the family and leaders on succession plans and finally leaders will learn when and how to let go of their own role in the business.
Author : Bradley Franc
Publisher : Independently Published
Page : 212 pages
File Size : 38,4 MB
Release : 2019-04-22
Category :
ISBN : 9781095233382
If you are a business owner, or you are working with one, then this book is for you. The Succession Solution provides both an explanation of the importance of succession planning, as well as a practical, straight-forward, and proven system that can be used to continue your business to the next generation, whether your successor is a family member(s), an employee, or a third party.This book will show you how to achieve a successful transition of your business to the next generation of leaders. In fact, if you read and follow the steps outlined in this book, you will dramatically improve the survival and prosperity of your company's future.
Author : John H. Brown
Publisher : Amacom Books
Page : 239 pages
File Size : 30,88 MB
Release : 1990
Category : Business & Economics
ISBN : 9780814459805
Careful planning by the owner will make a business more profitable and stable. Here the authors help business owners identify long-range goals for preserving the value of their companies, exchanging value for money, and integrating personal goals with business objectives.
Author : Gary A. Zwick
Publisher : Edward Elgar Publishing
Page : 543 pages
File Size : 45,92 MB
Release : 2019
Category : Law
ISBN : 1785367765
Tax and Financial Planning for the Closely Held Family Business serves as a manual to help business advisers devise strategies for clients dealing with family issues. Guiding family businesses through the complex maze of organizational, tax, financial, governance, estate planning, and personal family issues is a complex, time-consuming, difficult, and sometimes emotional process. This book focuses not only on identifying the problems family businesses face, but on devising solutions and planning opportunities for both family businesses and their owners. Each chapter of this book contains creative planning opportunities that advisers can suggest and help implement in order to solve real problems in the family business.
Author : Z. Christopher Mercer
Publisher :
Page : 272 pages
File Size : 29,51 MB
Release : 2010-08
Category : Business & Economics
ISBN : 9780982536438
Buy-sell agreements are among the most common yet least understood business agreements and many are destined to fail to operate like the owners expect. Many, in fact, are ticking time bombs, just waiting for a trigger event to explode. If you are a business owner or are an adviser to business owners, this book is designed for you, providing a road map for business owners to develop or improve their buy-sell agreement.
Author : Russell J. Fishkind
Publisher : John Wiley and Sons
Page : 383 pages
File Size : 49,89 MB
Release : 2001-06-15
Category : Business & Economics
ISBN : 0471438065
Written by two attorneys who specialize in estate planning, this book clarifies all the issues involved in planning an estate and transferring wealth. It offers comprehensive estate planning guidelines, including creating a will, designating power of attorney, trusts, and life insurance, and includes up-to-date estate and inheritance tax information.
