Blog Library

Count Your Beans Before Selling Your Business

Posted by Jane Johnson on Mon, Aug, 27, 2018 @ 02:56 PM

 

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Topics: Financial and Estate Planning, Personally Preparing for Your Business Exit

Defining Your Personal and Financial Goals Before You Transition

Posted by Jane Johnson on Mon, Jun, 18, 2018 @ 04:23 PM

 

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Topics: Personally Preparing for Your Business Exit

Beyond the Great Unknown: Overcoming Fears about Transition Planning and Retirement

Posted by Jane Johnson on Thu, Jul, 20, 2017 @ 03:02 PM

 

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Topics: Financial and Estate Planning, Retirement Planning, Personally Preparing for Your Business Exit

7 Secrets for Exit Planning Success

Posted by Jane Johnson on Tue, Nov, 03, 2015 @ 01:34 PM

 

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Topics: Contingency Planning, Maximizing Business Value, Exit Planning, Personally Preparing for Your Business Exit

Business Transition Lessons Learned: Living Out of Your Business

Posted by Jane Johnson on Tue, Sep, 15, 2015 @ 03:06 PM


 

This story is about a very successful family business that had been around for more than 25 years. Some long-term employees were just like family. The owners, a husband and wife, had a grown son and a son-in-law working in the business. All three families were dependent on this company for not only a sizeable income but also health insurance, vacations, travel, and many other perks. This company was operated as a C corporation and all of its assets, including substantial real estate, were held inside the one corporate entity.

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Topics: Maximizing Business Value, Financial and Estate Planning, Personally Preparing for Your Business Exit, Family Business, Minimizing Taxes