Your browser is out of date!

This website uses the latest web technologies so it requires an up-to-date, fast browser!
Try Firefox or Chrome!

Transferring Wealth To Children


In their desire to pass wealth to children, business owners are no different than non-business-owning parents. Business owners are different, however, in the tools they can use to transfer wealth.

Whether you own a business or not, the fundamental questions are the same:

  1. How much wealth do you want to keep?
  2. How much wealth do you want the kids to have? How much is too much?
  3. What tools minimize the Estate and Gift Tax consequences of transferring wealth?

Business owners have to put those questions in the context of their exit objective: ‘How much money do you wish to have after you exit your business?’

Once owners establish their financial exit objective, they can answer the universal questions above and design a transfer mechanism that will pass the wealth to the children with minimal tax impact.

This three-part process is the subject of this White Paper.

To download the complete whitepaper, please fill out the form below.



Owners wishing to sell their businesses to management, (key employees), face one unpleasant fact: their employees have no money.

Nor can they borrow any—at least not in sufficient quantity to cash out the owner. As a result, each transfer method described in this White Paper uses either a long-term installment buyout of the owner or uses someone else’s money to affect the buyout. The last method discussed—the Modified Buyout— uses both an installment buyout and someone else’s money.

To download the complete whitepaper, please fill out the form below.



Business Succession Planning for Private CompaniesCreating Exit Options Comes from Early Planning and Creating Value

Fueled by the roughly eight million Baby Boomers moving toward retirement, the next 10 to 15 years is expected to bring substantial transfers of wealth through both the outright sale of businesses as well as the transition of business ownership to the next generation and key members of management.

Recent conditions have created a favorable market for mergers and acquisitions, and private equity buyers have been a major force in this development.

However, the long-term survival of businesses and the preservation of the wealth created, will depend upon a clear and early focus on strategic business succession planning. Furthermore, while planning for a business succession, owners must also continue to increase the value of their companies. We recommend business owners begin thinking about and planning for a business transition five to ten years before they exit.

For many, the time is now to address business succession. This paper addresses the key areas where private business owners can focus:

  • Creating options for ownership transfer, the most prevalent being third party sales or transitions to family members.
  • Compelling reasons to plan and start early.
  • Making the business more valuable for its owners and successors.

To download the complete whitepaper, please fill out the form below.



Governance, Strategy, KPIs and ValuationStrategy and Risk Management Top the Priority List for Board Focus

With a volatile economic and geopolitical landscape, the accelerating speed of technology change, and competitive disruption, governance is more critical than ever to success. The spotlight on corporate directors continues to intensify as regulators and investors scrutinize the board’s contribution to strategy, risk, and compliance.

This paper explores ways to create shareholder value, including the importance of early involvement in key discussions in the boardroom, as well as the need for proactive communication and engagement with shareholders and other key stakeholders. Key topics include:

  • Financial and nonfinancial KPIs
  • Board make up, including diversity and women on boards
  • Board and C-Suite succession planning
  • Strategy, growth and innovation
  • Oversight, audit and reporting
  • Compliance, ethics and fraud
  • Crisis readiness
  • Shareholder engagement
  • Data privacy and security
  • People, culture and tone
  • Environmental, social and governance (ESG) considerations
  • Private and family-owned businesses

To download the complete whitepaper, please fill out the form below.