Tag: James Talerico
Avoiding Common Legal Pitfalls in Business Exits
Reading Time: 5 minutesExiting a business is one of the most significant financial and emotional events in an owner’s life. Despite the high stakes, many business exits are rushed, reactive, or poorly planned, […]
Estate Planning Considerations for Exiting Business Owners
Reading Time: 5 minutesExiting a business is a significant milestone in an entrepreneur’s life. Whether by sale, succession, or liquidation, this transition carries not only significant financial implications but also complex estate planning […]
Exit Planning Gifting Strategies
Reading Time: 6 minutesExiting business owners have several gifting strategies available to transfer ownership, particularly when the goal is to pass the company to family members or key employees in a tax-efficient manner. […]