Surprise! You Now Own a Business! When There Is No Succession Plan
By creating a succession plan, a business owner can determine what will happen to his or her business once he retires, becomes…
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Business Succession Planning
Articles and insights on Business Succession Planning from the Omni 360 Advisors team.
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When the Conference Table Meets the Family Dinner Table
Often, succession plans for family businesses only consider the technical aspects of the business. However, it is just as important to consider…
After Success, Don’t Forget About Succession
The amount of work required to start a business, make it successful & keep it growing is substantial. Unfortunately, the business owner…
Estate Planning for Business Owners: Make it Salable
Many business owners do not have a plan in place to sell their business. Therefore, when it comes time to sell the…
Succession-Planning: Separate Ownership & Management
A succession plan is an important tool for any business owner who wishes his or her business to continue on after his…
Lacking a Business Succession Plan? You’re Not Alone
An alarming number of business owners do not have succession plans for what will happen to their businesses when they retire, die,…
Equalizing Inheritance for Your Children
When one estate planner hears his business-owning clients say, "I love my kids equally, so I want to share my assets equally,"…
Cutting the Estate Tax Burden for Private Company Owners
Owners of private companies often hope that the business they have built will benefit their families in the long term. No matter…
Succession Plans for Franchises
Although most people do not enter into a franchise agreement with the goal of creating a family business, children are increasingly choosing…
Exit-Planning for Business Co-Owners
Many times, the last thing entrepreneurs consider in the process of starting a new business venture is how they will handle the…
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