Navigate Uncertainty in 2025 with Expert Exit Planning Insights

As a business owner, the future may feel uncertain. But if you're considering transitioning ownership, you still have options. Make confident, well-informed decisions with our comprehensive guide, "Exploring Ownership Change: Challenges and Opportunities in Exit Planning."

What's Inside:

Gain a clear understanding of the key paths available to business owners looking to transition ownership. This white paper explores important strategies, including:

• Retaining Ownership: Learn how to prepare for a future sale and grow value while navigating economic and regulatory uncertainties.
• Transitioning Through an ESOP: Discover tax benefits, liquidity options, and the unique advantages of selling to your employees.
• Selling to a Third-Party Buyer: Maximize your sale price while understanding the potential hurdles of market conditions and tax changes.
• Transferring Ownership Through Gifting: Explore gifting strategies to preserve legacy and understand how looming tax law changes may impact timing.