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The Exit Planning Review™
Please send me this bi-monthly e-newsletter published by Business Enterprise Institute, Inc. about business owner exit planning. |
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Business Valuation
This White Paper discusses why it is important to use the services of an experienced business appraiser to value their company as they transfer it to successor may help them avoid an unpleasant encounter with the IRS and help them to reap all of the value of their life's work. It also highlights the importance of how obtaining a value helps to dispel many of the common misconceptions that owners have about the value of their business and what the values mean to their overall exit plan.
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Business Continuity White Paper
This White Paper discusses 4 primary problems sole-owned and co-owned companies face when an owner dies or becomes disabled. It proposes solutions to each one of the four problems. This White Paper includes the "Business Continuity Instruction Form" for sole-owners.
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C vs. S Corporation White Paper
What Difference Does It Make? Use this White Paper to explain why the best form of business entity (C or S) for tax purposes during a business's start up and operational years may not be the best when it comes time to sell the business. Descriptive case studies and clear tables help show owners why entity choice is so important.
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Employee Incentive Planning White Paper
This White Paper discusses the paths which allow a business owner to leave a company in qualified hands. Incentives can be equity-based or cash-based, but all plans handcuff employees to the business and help it to accrue value. This White Paper explores several plan options so an owner can determine which path is best.
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ESOP Opportunities White Paper
This White Paper uses a fictional business owner to illustrate how an owner can use an ESOP to achieve three ownership objectives: 1) to cash out at fair market value; 2) to pay no taxes on the sale; and 3) to transfer the company to key employees. While examining how ESOPs work, their advantages and disadvantages, readers learn that ESOPs do not work for all owners or for every company. For some companies, an ESOP is the right strategy.
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Exit Routes White Paper
When owners think about exiting their companies, the number of exit routes might seem unending. In fact, there are only eight. This White Paper discusses the advantages and disadvantages of each one. Most importantly, it describes a process that enables owners to choose the best exit path for them.
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Inevitabilities White Paper
At some point, every owner leaves his or her business - on their terms or otherwise. This issue discusses the proven Seven-Step Exit Planning Process™ , followed by Sikich advisors, that is designed to achieve an owner's objectives and address other issues to protect and enhance business value.
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Transferring Your Company To Key Employees
Owners wishing to sell their businesses to management (key employees) generally face the issue that their employees do not have the wherewithal to purchase the business. The transfer methods described in this White Paper employ a long-term installment buyout of the owner or use someone else's money to affect the buyout.
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Using Short Term Key Employee Incentives To Increase the Price
Once you attract talented people to work in your business, your next challenge is retaining them. Keeping key employees is absolutely critical, however, if the business is to be sold at the highest possible price to an outside third party. This White Paper describes the design elements of a Stay Bonus Plan as well as how to convert a long-term key employee incentive plan into a short term plan.
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Value Drivers
It is the job of every business owner to create value in his or her business prior to any transfer or sale. Exactly how do owners do that? read this White Paper to learn about those characteristics (or Value Drivers) that buyers look for when deciding how much to pay for a business.
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Transferring Wealth to Children - A Primer for Business Owners
Successful business owners often wrestle with the issue of how to pass wealth to children in a way that minimizes - legitimately - their tax bills. This White Paper explains to owners how such a transfer can be designed. |
