Whether you’re planning a business sale or already closed the deal, here’s how to reduce taxes and compound your wealth—starting now.
Step One: Pre-Sale Planning with a South Dakota Non-Grantor Trust
If you’re still in the planning phase of your business sale, you’re in a unique position to make a dramatic impact on future tax exposure and estate planning outcomes—especially if you live in a high-income-tax state.
April 28, 2025 | Business Succession Planning
Whether you’re planning a business sale or already closed the deal, here’s how to reduce taxes and compound your wealth—starting now. Step One: Pre-Sale Planning with a South Dakota ...
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April 9, 2025 | Business Succession Planning
Selling a business is often celebrated as the pinnacle of entrepreneurial success—a moment of triumph after years of hard work. Yet, as the Yale School of Management case study “What’s Next: The Entrepreneur’s Epilogue and the Paradox of Success” reveals, the reality post-exit can be far more complex. Entrepreneurs frequently experience an emotional arc that swings from euphoria ...
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March 24, 2025 | Business Succession Planning
As a business owner, you’ve poured your heart, soul, and countless hours into building a successful enterprise. Now, as you look toward the future, you face a delicate challenge: how ...
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September 18, 2024 | Business Succession Planning
Succession planning is one of the most important tasks for any business owner, especially for those thinking about the long-term future of their company. Here ...
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August 7, 2024 | Business Planning
The recent Supreme Court decision in Connelly v. IRS has provided valuable guidance for business owners on the critical aspects of succession planning. This landmark ...
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May 28, 2024 | Business Planning
In the second quarter of 2023, more than 2,300 small businesses were sold. The median sale price was roughly $300,000, down 14% from the same ...
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April 3, 2024 |
Family businesses are a cornerstone of the global economy, yet many face a critical challenge: the absence of heirs to carry on the legacy. These ...
Learn MoreJune 13, 2023 |
Business planning can comprise many areas but for purposes of this overview, we’ll be focused on two key areas: Business succession and exit planning & ...
Learn MoreJune 5, 2023 |
As a business owner, you’ve undoubtedly poured countless hours and immeasurable effort into your enterprise. The triumphs and trials of your journey thus far have ...
Learn MoreJune 2, 2023 |
Navigating the world of business succession planning can be a challenging task, especially when one does not have a clear roadmap to follow. To help ...
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