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Successful Family Business Transfer

successful-family-business-transfer-box

This White Paper describes a model that parents can use to pursue a successful business transfer from one generation to the next. It isn’t the only model that works, but because it depends on six carefully chosen elements, it has the potential for a successful completion.

Exit Planning for family businesses creates its own set of unique challenges and rewards.  While the situation of each family differs, the transfer plans we can design are founded on three basic principles:

  1. We must ensure that the parents’ post-business life is financially secure.
  2. It is important to create a fair way for children to receive ownership interest and other assets.
  3. We emphasize the need to keep parents in control of the company until they have attained financial security and until the successors are fully equipped to run the company successfully.

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

 

 

esop-opportunities

ESOPs are qualified retirement plans, typically stock bonus plans, which must invest primarily in the stock of the sponsoring employer. The sponsoring employer is your business.

‘Eighty-four percent of members report motivation and productivity increasing as a result of the ESOP.’ 

–ESOP Association and the Employee Ownership Foundation Survey, August 2010.

Carmine Abruzzo was the 60-year-old owner of a company that employed just over 75 employees, many who had worked with Carmine since he started the company. Over the years, a number of professional buyers (usually representing private equity groups) had approached Carmine, expressing their interest in buying. Additionally, several of Carmine’s customers had approached him about selling due to the company’s expertise and performance.

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

 

 

 

QI-WhitePaper-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.

 

 

  • Successful Family Business Transfer

      October 28, 2016     Whitepaper     0 Comment(s)

    This White Paper describes a model that parents can use to pursue a successful business transfer from one generation to the next. It isn’t the only model that works, but because it depends on six carefully chosen elements, it has […]
    Continue reading →

  • ESOP Opportunities

      October 19, 2016     Whitepaper     0 Comment(s)

    ESOPs are qualified retirement plans, typically stock bonus plans, which must invest primarily in the stock of the sponsoring employer. The sponsoring employer is your business. “Eighty-four percent of members report motivation and productivity increasing as a result of the […]
    Continue reading →

  • Transferring Wealth To Children

      May 23, 2016     Management Insights, Quist Insights, Whitepaper     0 Comment(s)

    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 […]
    Continue reading →

  • Transferring Your Company to Key Employees

      April 15, 2016     Management Insights, Quist Insights, Whitepaper     0 Comment(s)

    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 […]
    Continue reading →