Exit Planning for Business Owners
Whether you plan to transfer the business within your family or to outside parties, either must begin with a fair market valuation of the business from a neutral third party. Regardless of whether the new owners will be family members, current partners, employees, or others, there are numerous legal and tax issues to be addressed. If the transfer is to be within the family, planning involving family dynamics and fairness also come into play and can be successfully addressed in various ways. Planning for your exit from the business should begin well ahead of your desired departure date and must involve legal counsel and other professionals with proven expertise in business transitions and estate planning.
We do not provide legal or tax advice, but we can introduce you to competent professionals who are highly experienced in planning and executing business transitions, and we will remain a member of your transition team until closure. Our ultimate interest is in helping you invest the proceeds from the sale of your business to enable you to fully enjoy the fruits of many years of work.
Main: 205-397-2450
Email: bagnew@rfgadvisory.com
Address: 1400 Urban Center Dr #475 Vestavia Hills, AL 35242
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Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Bob Agnew RFG Advisory and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless an RFG Advisory client agreement is in place.
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Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless an RFG Advisory client agreement is in place.