Ready to Retire from Your Business? Not so fast…

How well have you defined your Exit Strategy?

When developing a succession plan for your business, there are many decisions to make depending upon your circumstances and objectives. Most owners want:

• A smooth, seamless ownership transfer
• Ensured business continuity
• Established retirement income
• Minimal gift and estate taxes

But how do you get there?

The key is to pick the best plan for your circumstances and objectives, and to seek help from financial and legal advisors to carry out this plan.

  • Should you sell your business or give it away?
  • Should you structure a plan to go into effect during your lifetime or at your death?
  • Should you transfer your ownership interest to family members, co-owners, employees, or an outside party?



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