Plan for Succession Library

Two people sit at a desk discussing buy-sell agreements

A Primer on Buy-Sell Agreements and Buy-Sell Insurance

Are you a co-owner or a partner in a small business? If so, you might consider buy-sell agreements or a …

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A business owner sits at a desk with a computer, thinking about strategies to reduce estate taxes.

Strategies Every Business Owner Should Consider to Reduce Estate Taxes

As your business grows, it's likely you'll start thinking to the future—to the sale of your business and to the …

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A person's hand and pen are shown working on a tax form

How to Reduce Your Tax Liability When Selling Your Small Business

Taxes are an important factor in the sale of any small business. Here's why: Proceeds owners receive from the sale …

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A person in a chef's uniform looks into the distance, as if thinking through the succession plan of a business.

Succession Planning for Small Business Owners

Owners who are the lifeline of their companies often have all the knowledge and connections their businesses need to thrive. …

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A person sitting a desk with a pen and portfolio considers whether to transfer the ownership of a business to a trust

Transfer the Ownership of Your Business to a Trust

As a business owner, you know how important it is to have a plan in place for your business. You …

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