Posts tagged estate planning

Succession Planning versus Exit Planning

A couple of the services we offer on a routine basis are succession planning and exit planning. Among the general public, these services are sometimes unclear. Let’s take a look at both succession planning and exit planning to promote a greater understanding.

exit strategy, succession planningTrip HolmesJuly 23, 2019Sabre Capital, middle-market family-owned businesses, business valuation, succession planning, exit planning, estate planning, financial planning, leadership and management replacement, identify the right buyer, professional goals, personal goals, retirement income, finances, human resources, capital investments, target valuation

Estate Planning and Business Planning Go Hand-in-Hand

Some businesses fail to survive after the death, incapacity, or retirement of the controlling family members. Family business founders must balance the challenges of running any business with those related to family dynamics. Many of these challenges may be addressed by a cohesive approach to transition planning and estate planning, culminating in an exit strategy.