Family Business Succession Planning

Saving tax

Why Do Family Business Owners Often Die at their Desk?

I was speaking to a friend who owns a successful manufacturing business and asked him when he plans to sell his business”. His response echoed something that I’m hearing more and more from business owners in my audience. “I can’t afford to sell – if I sell and take the proceeds and invest in this […]

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Estate Brain Freeze: Why Saving Tax Is the Wrong Place to Start a Family Business Succession Plan

Estate Brain Freeze: Why Saving Tax Is the Wrong Place to Start a Family Business Succession Plan

With summer approaching I know I’ll be back to consuming my favorite iced coffee beverages and despite knowing better, I’ll drink the odd one faster than I should, causing one of those excruciating brain freezes. Another kind of excruciating pain in the brain can come from a different kind of freeze – the estate freeze, […]

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