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eGUIDE

LEARN THE ASPECTS OF EXIT PLANNING YOU NEED TO KNOW

Get Your eGuide

This eGuide provides a starting point for your exit planning process and includes:

  • Options for Exiting Your Business
  • Tax Planning Strategies
  • Estate Planning Opportunities

Content:

  • What is Exit Planning?
  • Gather Your Exit Planning Team and Determine Your Timeline
  • Determine When You Plan to Sell or Transfer Your Business
  • Six Options for Transferring Business Ownership Successfully
  • How to Determine a Selling Price for Your Business
  • The Value of Due Diligence in Exit Planning
  • How to Understand Buy-Sell Agreements
  • Planning for a Tax-Efficient Transfer
  • Combine Your Exit Planning and Estate Planning Strategies
  • Are You Ready to Get Started?
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