Perspectives
Business exit planning connects a potential transaction with the household that depends on the company. These guides explain how to evaluate pre-sale tax questions, business concentration, and plans for the proceeds, with attention to timing, liquidity, costs, and the roles of the tax, legal, transaction, and financial professionals involved.
June 12, 2026
Review ownership records, transaction terms, and household needs before commitments narrow the choices. Tax eligibility and the effects of a proposed transfer require individual analysis.
May 21, 2026
Compare dependence on the business with household commitments and resources held elsewhere. Reducing concentration involves costs and may change business control or future participation.
April 16, 2026
Separate taxes and near-term commitments from resources available for longer-term spending. Review investment risk and a withdrawal process before making large new commitments.
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