When a business owner calls me to consult, the three most common questions I hear are: 1. Can you help me sell/transfer, in the most tax-effective way, my business? 2. Can you value my business? 3. Can you give me a second opinion on my estate plan? "Transfer" means a sale, gift, or bequest to a family member - usually to one or more of your children. "Sale" means a sale of your business to a non-family member (including an employee or fellow stockholder).
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