Unlocking Your Entrepreneurial Legacy BLOG

Are you an entrepreneur contemplating transitioning from your business within the next decade? Whether you envision a third-party sale, employee buyout, family succession, or even winding down, it's vital to approach this pivotal phase correctly.

Discover the art of optimizing your business's purchase price, orchestrating a seamless ownership transition, minimizing tax obligations, and establishing a robust foundation for yourself and your enterprise to thrive.

Within our platform, you'll uncover a treasure trove of ingenious strategies, insightful ideas, and invaluable tips aimed at propelling you and your business toward the finish line and far beyond it.

The Hidden Pitfalls of Not Having a Will: What Your Loved Ones Could Face

Don't let an outdated will jeopardize your life's work. Dive into the top 10 fears about estate planning and not having an updated will, from confronting mortality to family conflicts. Share your thoughts and questions - let's explore solutions to ensure your wishes are honored and your loved ones protected. Secure your legacy with a proper estate plan.

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Estate Planning, Legacy Planning Chris Coulter Estate Planning, Legacy Planning Chris Coulter

10 Ways to Build Wealth in Your Business To Fund Your Exit Strategy

Discover strategies, tips, and ideas for business owners to optimize financial gains, safeguard long-term plans, and create a comprehensive business wealth management strategy. Explore managing the unexpected, initiating succession planning, minimizing tax obligations, exploring alternative capital solutions, establishing an individual pension plan, retirement plans for business owners, corporate charitable giving, optimizing profit allocation, safeguarding assets from creditors, and implementing a health care spending account. Enhance your financial situation and explore opportunities for business growth and protection. Subscribe to the blog for valuable insights and updates.

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"Unlocking the Small Business Capital Gains Exemption: Is Your Business Eligible?"

Learn about the Small Business Capital Gains Exemption (SBGE) and the conditions that must be met for business owners to qualify. Understand the rules regarding ownership of shares and the use of corporate assets. Discover remedies for corporations that don't meet the 90% rule, such as purification and asset distribution. Be aware of the implications of selling shares to non-residents or public corporations. Obtain professional advice for complex planning and ensure compliance. Contact us for assistance and share this valuable information with others.

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