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Resources For
Family-Owned Businesses

A library of free resources to help your family-owned business thrive for years to come.

Transferring The Business To The Next Generation

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Before Transferring Your Family Business to the Kids, Consider These Things

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Pay Less in Taxes When Transferring Your Family-Owned Business to the Next Generation

How To Transfer A Family-Owned Business To The Next Generation

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Exit Planning Tools & Info

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Quick Guide: Exit Planning for Family Businesses

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Exit Planning Would Have Saved This Family-Owned Business from Bankruptcy

Exit Planning Checklist

Discover whether you're prepared to leave your business and fund your retirement.
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What If Your Kids Don't Want The Business?

exit planning case study on ipadSometimes it's clear that the best option is to transfer the business to someone outside of the family.

This case study reveals how one business owner navigated this decision.

All About Business Valuation

Most business owners have a pretty good idea of how much their business is worth. But “pretty good” isn't good enough when it comes to transferring a business.

How Much Is Your Business Worth?

how much is my business worth guide on desktopIf you're approaching retirement, you might be thinking about transferring the business to a family member. Regardless of how you exit your business, you'll need to know how much it's worth.

In this guide, we discuss common myths related to business value.

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Exit Planning Resources For Construction Contractors

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Exit Planning Strategies for Construction Contractors

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5 Keys To A Successful Family-Owned Construction Business

More Resources For Business Owners

4 Critical Tax Consequences To Consider When Selling Your Business

Before selling, consider how to structure the transaction to minimize tax consequences.

8 Characteristics Of Successful Family-Owned Businesses

The most successful family businesses almost always have these things in common. 

When Do You Need a Business Valuation?

Learn when it's important to get a business valuation and not just an estimate.

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