Business Succession Planning

Business Succession Planning Karen L. Brady, J.D. Karen Brady & Associates, P.C. (303)420-2863 www.coloradobusinessplanning.com

What is Exit Planning? A systematized process, a customized approach resulting in an owner’s transition out of the business

Why Exit Planning? Every owner leaves his or her business – voluntarily or otherwise. At that time, every owner wants to receive maximum value for his or her business.

Recipe for Successful Exit Plan ,[object Object],[object Object],[object Object],[object Object],[object Object]

Why Time is Important ,[object Object],[object Object],[object Object],[object Object],[object Object]

What Owners Often Want ,[object Object],[object Object],[object Object],[object Object],[object Object]

The Team ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Timing of Transfer ,[object Object],[object Object]

Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Internal Planning ,[object Object],[object Object],[object Object],[object Object],[object Object]

Some Techniques ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Buy/Sell Agreements ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Buy/Sell Challenges ,[object Object],[object Object],[object Object]

Family Limited Partnership/FLLC ,[object Object],[object Object],[object Object],[object Object]

Disadvantages of FLP/FLLC ,[object Object],[object Object],[object Object],[object Object]

Split Interest Trusts ,[object Object],[object Object],[object Object],[object Object]

Disadvantages ,[object Object],[object Object],[object Object],[object Object]

Nonqualified Deferred Compensation ,[object Object],[object Object],[object Object]

When can pay out ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

NQDC – Employee’s Perspective ,[object Object],[object Object],[object Object],[object Object],[object Object]

NQDC – Employer’s Perspective ,[object Object],[object Object],[object Object],[object Object],[object Object]

Common NQDC ,[object Object],[object Object],[object Object]

Other NQDC Ideas/Names ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Employee Stock Ownership Plan (ESOP) ,[object Object],[object Object],[object Object],[object Object]

ESOP Advantages ,[object Object],[object Object],[object Object],[object Object],[object Object]

ESOP Advantages ,[object Object],[object Object],[object Object]

ESOP Disadvantages ,[object Object],[object Object]

412i Plans ,[object Object],[object Object],[object Object]

Reasons to Consider 412i ,[object Object],[object Object],[object Object],[object Object]

412i Disadvantages ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

412i Requirements ,[object Object],[object Object],[object Object]

Business Succession Planning

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Business Succession Planning