Building a Legacy That Lasts BLOG

Your business is more than numbers on a balance sheet. It’s years of hard work, sacrifice, and the foundation of your family’s future.

If you’re planning to transition out of your business in the next decade through a sale, Third party buyer, employee buyout, Employee Share Trust or family succession, how you exit matters. The right strategy ensures your legacy continues, protects your wealth, and secures your loved ones.

Explore practical insights, proven strategies, and meaningful ways to make your next chapter as impactful as the one you built. Because true success isn’t just what you leave behind, it’s who you leave it for.

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Chris Coulter Chris Coulter

"Building Your Business Legacy: A Tale of Triumph or Terror?"

Discover the crucial steps to transition your business and leave behind a rock-solid legacy successfully. Plan for tax and estate strategies well in advance to avoid a hefty tax bill. Ensure your business can run smoothly without your presence, gaining support from clients, suppliers, and employees. Emotionally prepare for retirement and consider post-retirement plans. Maximize the sale price of your business with a well-planned exit strategy. The longer you prepare, the smoother the transition and the more financially and emotionally prepared you'll be. Leave behind a meaningful legacy through a thoughtful and well-executed transition.

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