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Business transition planning

A successful business transition starts with a sound plan — and it’s never too soon to start building that strategy. From pre-sale and estate planning to personal tax, learn from our experts as we help you navigate the complicated business transition landscape.
A couple looking out at the water.
2 min read
Business succession in your future? Consider these questions
Personal and professional decisions about financial independence and your family's vision for the future determine how best to transfer business ownership. Ask these three questions to help gain clarity.
Katie Redle Wealth Management
Article January 22, 2020 2 min read
Buy sell agreements One way to ensure the successful transition image
4 min read
Buy-sell agreements: One way to ensure the successful transition of your business
Buy-sell agreements clarify everyone’s interests when ownership in a business is being transferred. Here’s how they work and why they’re important.
Dawn Jinsky Wealth Management
Article January 10, 2020 4 min read
Image of woman painter herself into a corner
1 min read
Three common mistakes made with buy-sell agreements
Buy-sell agreements offer protection for the transfer of ownership interests in a business. Don’t get tripped up by the three most common pitfalls in these contracts.
Dawn Jinsky Wealth Management
Article January 10, 2020 1 min read
Woman walking through airport
5 min read
Four steps to a smooth, profitable exit from your business
When the time comes to sell a business, owners hope to be well-positioned. But to ensure a profitable and low-stress exit, the planning process needs to start now. Read more at The Business Journals.
Shane Brown
Article September 3, 2019 5 min read

Deep dive: Transitioning your business

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