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Navigator - Issues for Family Owned Businesses

  1. Has Your Child Earned Ownership Interest In Your Business? A Decision Framework
  2. Family Succession Planning Via Sale To Third Party - When Exit Objectives Clash
  3. My Lawyer Told Me Not To Do It!
  4. Family Business Transfers - Part One: Can Family Business Transfers Succeed?
  5. Family Business Transfers - Part Two: The Recipe For Success
  6. Family Business Transfers - Part Three: The Recipe For Success
  7. Family Business Transfers - Part Four: The Recipe For Success
  8. Family Business Transfers - Part Five: The Recipe For Success
  9. Family Business Transfers - Part Six: The Recipe For Success
  10. Family Business Transfers (Introducing Family Business Consultants into the Exit Planning Process)
  11. Family Business Transfers (How to Determine When it is Appropriate to Bring in a Family Business Consultant)
  12. Family Business Transfers (Criteria for Choosing a Family Business Consultant)
  13. Selecting the Right Exit Path (Transferring Ownership to Children)
  14. Effectively Transferring Wealth to Children with Reduced Tax Impact (The Importance of Aligning Objectives Prior to the Wealth Transfer)
  15. Effectively Transferring Wealth to Children with Reduced Tax Impact (Determining How Much Wealth is Needed After the Business Exit)
  16. Effectively Transferring Wealth to Children with Reduced Tax Impact (Determining How Much Money is Appropriate to Leave to Children)
  17. Effectively Transferring Wealth to Children with Reduced Tax Impact (Leveraging Tools to Minimize Estate and Gift Tax Consequences)
  18. Transferring Your Company to a Business-Active Child (Choosing an Appropriate Transfer Technique to Meet Your Needs)
  19. Transferring Your Company to a Business-Active Child (Selling Ownership Versus Gifting Ownership)
  20. Transferring Your Company to a Business-Active Child (Leveraging the Stock Bonus Plan)
  21. Six Critical Questions
  22. How Can I Provide for an Equitable Distribution of My Estate Among My Children? Part One
  23. How Can I Provide for an Equitable Distribution of My Estate Among My Children? Part Two