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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

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Overview of succession planning using compensatory devices

ESOPs, retirement plans & equity compensation plans can be helpful tools in developing exit strategies for owners of closely held businesses

  • Anne Bushman

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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

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Succession planning using retirement plans

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

  • Anne Bushman

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Equity compensation as a succession planning device

Equity compensation plans may alleviate concerns that closely held business owners have during transition planning.

  • Anne Bushman

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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

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

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