Blog tagged as Business Exit Planning

Don't mistake a successful transaction for an optimum transition. One closes a deal. The other accomplishes your actual goals—which might be price, legacy, employees, tax efficiency, speed, or something else entirely. Here's how to tell the difference.

Starting January 2028, S corp owners selling to an ESOP can defer 10% of capital gains through Section 1042—a new benefit from the SECURE 2.0 Act. Learn the math on tax savings, ESOP transaction timelines, costs, and how this compares to management buyouts and strategic sales.