All in the family

Set on keeping the business in the family? Involve family members in the planning process and consider how your choices will affect the entire family. Identify family members who are interested and capable of running the business, then leave plenty of time to prepare them for the job.

Options for transferring ownership to a family member include:

  • Gifting all or part of your business (shares or assets) to your heir(s) over time
  • Selling all or part of your business (shares or assets) to your heir(s) outright or over time

If you're interested in discussing a plan for transferring your business, we'd love to help:

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