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Steele Larson Advisors - Business Succession and Sales

As a business owner, you'll decide when and how to plan your exit strategy from the family business. There are many planning tools you can use to transfer the ownership of your business. Selecting the right option will allow you to either retire from your business or keep it in your own hands until the day of your passing.


Obviously, you'll want to transfer your business to your successors at its full value. However, with income, gift, and potential estate taxes, it takes careful planning to prevent some (or all) of the business assets from being sold to pay the tax. This could inevitably leave little for you and your beneficiaries. Therefore, business succession planning must include ways to ensure the continuity of your business, and do so with the smallest tax consequences.
















Important Questions:


How does SLA help prepare my business for my retirement?


We work closely with you to identify potential buyers and help groom your business for the future sale. Our efficiency program, BUSINESS EVOLUTIONS will help you maximize the value of the business.



What if I want to keep my business in my family?


Many of our clients wish to transition the family business from one generation to another. We have the experience to help negotiate the tax and family dynamic pitfalls as one or more of your children begin to assume the reins of leadership.