Menu

Exit strategies using compensatory techniques

It is never too early for owners of successful businesses to begin considering a succession plan. Proper planning can ensure you are able to exit when you want and take advantage of the options most beneficial to you, your business and your employees.

Because many closely held business owners face challenges when looking for outside parties to purchase the entity, this series of articles will focus on value transfers that may not immediately come to mind as succession planning tools. These approaches all have a compensatory nature and can help alleviate the issues associated with a limited market and, oftentimes, can reduce the overall tax burden of transferring ownership.

approaches to succession planning

WHITE PAPER

Overview of succession planning using compensatory devices

ESOPs, retirement plans and equity compensation plans can be advantageous tools in developing exit strategies for owners of closely held businesses.

  • Anne Bushman
  • |
  • January 22, 2015

WHITE PAPER

Succession planning using employee stock ownership plans

ESOPs are a unique tool that can be valuable to selling shareholders, corporations and employees in a corporate succession plan.

  • Anne Bushman
  • |
  • March 10, 2015

WHITE PAPER

Succession planning using retirement plans

Closely held business owners who work for the company may facilitate an ownership transition by separating service payments from company value.

  • Anne Bushman
  • |
  • March 30, 2015

WHITE PAPER

Equity compensation as a succession planning device

Equity compensation plans may benefit exiting owners and successor managers to bolster the success of transition plans in closely held businesses.

  • Anne Bushman
  • |
  • April 09, 2015

WHITE PAPER

Using partnership compensatory devices in succession planning

The ownership structure and tax treatment of partnerships call for unique compensatory devices when designing a succession plan.

  • Anne Bushman
  • |
  • April 27, 2015

CASE STUDY

Using compensatory devices in succession planning

With proper foresight, closely held business owners can use multiple tools to address various goals when exiting from the business.

  • Anne Bushman
  • |
  • May 07, 2015

Receive Tax Insights by Email

Subscribe


How can we help with your individual or business taxes?