Saving tax
February 15, 2012 | by Tom | Business Succession
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 […]
Tags: business advisor, business life cycle, business succession planning, Buying a Business, entrepreneurs, estate planning, Every Family's Business, exit planning, family business consultants, family business succession planning, family shareholder agreement, Legacy, Matriarchs, professional speaker, Saving tax, selling your business, succession planning, wills
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April 27, 2011 | by Tom | The Role of Advisors
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, […]
Tags: accountants, bankruptcy, business lifecycle, business succession planning, business transition, creditor proofing, entrepreneurs, Ernst and Young, Estate freeze, estate planning, exit planning, family business succession plan, Financial planning, KPMG, PwC, retirement planning, Saving tax, transition plan, Trusted Advisor, wealth advisor
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