The Lawyer's Guide to Family Business Succession Planning

The Lawyer's Guide to Family Business Succession Planning PDF Author: Gregory Monday
Publisher: American Bar Association
ISBN: 9781641056915
Category : Law
Languages : en
Pages : 188

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Book Description
"This book provides lawyers with step-by-step guidance on how to lead family business owners through the succession planning process to produce a result that is tailored to the unique circumstances and objectives of the owners and their successors."--Back cover.

The Lawyer's Guide to Family Business Succession Planning

The Lawyer's Guide to Family Business Succession Planning PDF Author: Gregory Monday
Publisher: American Bar Association
ISBN: 9781641056915
Category : Law
Languages : en
Pages : 188

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Book Description
"This book provides lawyers with step-by-step guidance on how to lead family business owners through the succession planning process to produce a result that is tailored to the unique circumstances and objectives of the owners and their successors."--Back cover.

Tax and Financial Planning for the Closely Held Family Business

Tax and Financial Planning for the Closely Held Family Business PDF Author: Gary A. Zwick
Publisher: Edward Elgar Publishing
ISBN: 1785367765
Category : Law
Languages : en
Pages : 543

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Book Description
Tax and Financial Planning for the Closely Held Family Business serves as a manual to help business advisers devise strategies for clients dealing with family issues. Guiding family businesses through the complex maze of organizational, tax, financial, governance, estate planning, and personal family issues is a complex, time-consuming, difficult, and sometimes emotional process. This book focuses not only on identifying the problems family businesses face, but on devising solutions and planning opportunities for both family businesses and their owners. Each chapter of this book contains creative planning opportunities that advisers can suggest and help implement in order to solve real problems in the family business.

The Family Bank Strategy

The Family Bank Strategy PDF Author: David Thomas Phillips
Publisher: CreateSpace
ISBN: 9781507604601
Category :
Languages : en
Pages : 202

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Book Description
In his newest book, David Phillips explains 17 positive features of The Family Bank Strategy and lists 10 factors that have come together to make it one of the premium safe money strategies today. For many of you, The Family Bank Strategy is a way to lock in the value of your estate for loved ones, earn a solid tax-free return on your cash value, and have tax-free access to the capital when you need it. It can play an important role in increasing your family's after-tax wealth.

Succession Planning for Family Businesses

Succession Planning for Family Businesses PDF Author: Michael A. Lobraico
Publisher: BPS Books
ISBN: 1926645693
Category : Law
Languages : en
Pages : 174

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Book Description
Whether big or small, global or local, family businesses are the engine of wealth and security for owners, families, employees, and business as a whole. But as this book shows, that engine can easily break down: If the family, ownership, and business circles related to the business fail to hold regular and candid conversations that clarify ownership's intent for the business and the rules for family members' ownership of and employment in the company And if the business fails to run itself on solid, independent business principles Using an entertaining case study of a composite company, Blooms Floral, the authors coach readers in how to conduct these conversations to ensure that future generations of their family business not only survive, but thrive.

Family Business Succession

Family Business Succession PDF Author: C. Aronoff
Publisher: Springer
ISBN: 1137512083
Category : Business & Economics
Languages : en
Pages : 103

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Book Description
Helps to prepare for passing the family business on to the next generation. Leaders will learn how to create a succession plan; how to develop opportunities for succession candidates; how to build consensus with the family and leaders on succession plans and finally leaders will learn when and how to let go of their own role in the business.

An Estate Planner's Guide to Family Business Entities

An Estate Planner's Guide to Family Business Entities PDF Author: Louis A. Mezzullo
Publisher:
ISBN: 9781641056533
Category : Estate planning
Languages : en
Pages :

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Book Description
"This fourth edition to An Estate Planner's Guide to Family Business Entities brings the second edition current through December 1, 2019 and is designed for the estate planner who is considering the most appropriate way to achieve his or her client's goal of transferring wealth to younger family members. Although it covers both tax and nontax considerations, its major emphasis is on the tax considerations, covering choosing the business entity and comparing the various entities that are available; highlighting recent developments concerning choice of entity; covering the application of the special valuation rules and other transfer tax issues, as well as the use of a grantor retained annuity trust to reduce the value of the gift when transferring an interest in a family-held entity, are discussed"--

Business Succession Planning

Business Succession Planning PDF Author: Steve Goodman
Publisher: LULU
ISBN: 1483406458
Category :
Languages : en
Pages : 109

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Book Description


Buy-Sell Agreements for Closely Held and Family Business Owners

Buy-Sell Agreements for Closely Held and Family Business Owners PDF Author: Z. Christopher Mercer
Publisher:
ISBN: 9780982536438
Category : Business & Economics
Languages : en
Pages : 272

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Book Description
Buy-sell agreements are among the most common yet least understood business agreements and many are destined to fail to operate like the owners expect. Many, in fact, are ticking time bombs, just waiting for a trigger event to explode. If you are a business owner or are an adviser to business owners, this book is designed for you, providing a road map for business owners to develop or improve their buy-sell agreement.

Estate Planning for the Family Business Owner

Estate Planning for the Family Business Owner PDF Author:
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 1400

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Book Description


Building a Successful Family Business Board

Building a Successful Family Business Board PDF Author: J. Pendergast
Publisher: Springer
ISBN: 1137511710
Category : Business & Economics
Languages : en
Pages : 267

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Book Description
In Building a Successful Family Business Board , the authors show why private firms need the in-depth expertise and objective feedback that a well-chosen board, including qualified independent directors, can provide, and demonstrates how owners and directors can work together to ensure a long and profitable life for the firm.