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eGUIDE

LEARN HOW TO SUCCESSFULLY TRANSFER YOUR BUSINESS TO FAMILY

Get Your Comprehensive eGuide

This resource covers how to execute a successful business transfer including:

  • The BEI Seven Step Exit Planning Process™
  • Advice on the timing of the transfer
  • What to do if there are multiple possible successors
  • How to make sure you're financially set for retirement
  • Making sure you have a plan B

Content:

  • Introduction
  • Reasons & Realities in Family Transfers
  • First Ingredient: Parents Undertake the BEI Seven Step Exit Planning Process
  • Second Ingredient: One Child Becomes the Sole Successor
  • Third Ingredient: A Business Transition That is Fair to All Children
  • Transferring the Business to Multiple Children
  • Fourth Ingredient: Transfer Ownership and Control to the BAC Follows Parental Financial Security and Independence
  • Fifth Ingredient: The Chosen Child has Demonstrated His/Her Capability and Willingness to Run the Business for a Significant Time Period (at least 3 years) Before the Parents Leave
  • Sixth Ingredient: Having a Backup Plan (Plan "B")

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Awards and Affiliations

Forbes Names SVA as 2021 America's Best Accounting Firms
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