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What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business?

Tax Planning, Life Events
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Planning for the sale, disposition, or succession of one’s business is a challenging process. This topic is on many business owners’ minds, yet many struggle to take action and start planning.

With your guidance, clients will have a better idea of where to start and what questions to ask when addressing their exit strategy.

This checklist covers the key issues to consider when a client must make a decision regarding the sale, disposition, or succession of their business, such as:

  • Identifying an optimal successor to take over the business.
  • Considering ways to improve the business appraisal and valuation process.
  • Developing an optimal buy-sell agreement that is fair to all parties involved.
  • Understanding the impact one’s business has on their tax and estate planning goals.


Updated 11/15/2022

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