Menu
  • Home
  • Financial Transactions
  • Operating Finance
  • Personal Finance
  • Business Planning

#27: Your Family’s Role in Business Continuity and Succession Planning

Objective: To Help You Prepare Your Business for Transfer or Sale
Questions answered in this Resource Report:

  • What are the Four Steps for an orderly transfer or sale of the business?
  • Who will take over at my death or retirement: an outsider, company executive, or a member of my family?
  • What are the ways to transfer and sell my ownership position?
  • What should I do today to plan for my estate, retirement, and save taxes?
  • What information should I prepare now for my successor and heirs?
  • What about continuance of my salary, medical, disability, and life insurance benefits, and a Deferred Compensation Plan?
  • What about an Interim Management Agreement?

Other topics: How to prepare a family roadmap…valuing the business…use of discounts to lower the value…use of a Credit Shelter Trust to reduce taxes…estate and tax alerts and cautions…gifts, limits, exemptions, trust options and cautions…gifting today vs. through your Will…types of joint ownership and considerations…preparation and revision of a Will, Living Trust, Durable Power of Attorney, Health Care Proxy…guardianship of minors…how to avoid distribution mistakes to heirs…how to select the right executor/executrix for your family and business.

#27: Your Family's Role in Business Continuity and Succession Planning
Price: $59.00   |   Pages: 39

Icon
Download

Solutions

  • Asset Analysis/Valuation
  • Business Math
  • Buying, Selling, Valuing a Business
  • Capital and Financing
  • Compensation Benefits
  • Estates, Wills, Trusts
  • Improving Cash Flow/Profit
  • Insurance
  • Leasing and Renting
  • Personal Finance
  • Real Estate
  • Succession Issues
  • Tax Planning
  • You, Family, Business

Information Center

  • 40 Resource Reports
    • 28 Business Resource Reports
    • 12 Personal/Family Reports
  • 14 Action Reports
  • Case Studies
  • Personal Finance
  • Manuals
  • Ideas of the Month

For You and About Us

  • Using the Library
  • You and Your Business
  • Our Mission
  • Who We Are
  • Customer Testimonials
  • Work with Us
    • Associations
    • Media/Publishers

Ideas of the Month

  • Four Action Alerts on Purchasing, Inventory, and Suppliers
  • Facts and Due Diligence to Adequately Protect Your Home
  • Have You Selected the Right Executor/Executrix?
  • Know Facts and Cautions on Buying Zero Coupon Bonds vs. Regular Bonds
  • Protect Assets and Net Worth with Umbrella Insurance
  • How to Automatically Increase Your Life Insurance
  • Use of a Living Trust Is Not for Everyone
  • Owner Is Forced to Sell, but Gets Cash and Affiliate
  • What Investment and Workshop Expenses Are Tax Deductible?
  • Business Association Insurance Can Reduce Costs

Our Idea of the Month are brief articles designed to help you save money, protect your assets, make more-informed decisions, and increase your personal and business wealth.


Tom MartinThe Ideas of the Month are principally written by Thomas J. Martin, publisher and president, author, lecturer, consultant, investment banker, college professor, and founder of our publishing company in 1977. For 39 years, Tom has helped hundreds of businesses and individuals on many of the topics covered on this website. The Case Studies are actual, real-life examples of how businesses and individuals solved problems, took advantage of opportunities, and met big challenges. For subjects covered, please see Solutions (15 Critical Subject Areas) in the Menu Bar at the left side of this page. Enjoy and we look forward to reading your comments

  • Home
  • Financial Transactions
  • Operating Finance
  • Personal Finance
  • Business Planning

The last update of this website was on March 5 2020.
Copyright © 2003-2020 MW Business Solutions, Inc. | Site design by Plaid Pants Media