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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.

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.

Discover the crucial factors for successful business succession planning. From tax optimization to identifying potential successors, safeguarding company value, implementing share freezes, and leveraging a network of experts, these strategies ensure a smooth transition and maximize financial gains. Plan ahead and invest in the future of your business.