Determining how, and when to transfer a business to your children can be one of the most daunting decisions
a business owner/parent makes. Conflicting needs and desires make the planning process extremely difficult and stressful -
especially within families.
Having an expert, such as Blevins Financial, lead you and your advisors through the process can greatly
reduce the conflicts that occur - helping to maintain family harmony AND the strength of the business.
Often the most critical goal is to put planning in place that will allow for the ultimate transfer of the
business without having to liquidate the company to fund estate taxes.
By working to develop a comprehensive strategy to address the key issues proactively, much can be accomplished,
such as; reducing estate taxes due, ensuring income for the parents and children, reducing overall risk, and reducing the overall
cash flow required to accomplish the goals.
This comprehensive strategy should also provide a path to transition all of the key aspects of the business - not just ownership.
Review our
Comprehensive Transition Planning
page for more details.
A comparison of the impact of the traditional planning methods vs. Blevins Financial Transfer Strategies can be seen in the table below.
By utilizing proactive transfer techniques, the success of your strategy can be greatly increased.
Contact Us
to discuss how we can lead you through the transition of your business to the next generation.
