Tag: In-house Analysis

The process of exiting a business is far more than just a financial transaction; it is a complex balance of personal goals, strategic decision-making, tax and legal complexities and wealth preservation. In this whitepaper, we dive into the various aspects of exit planning – highlighting critical considerations and some strategies that may be used to ensure a successful transition.

Corporate Executives typically receive a significant portion of their compensation in the form of equity. This equity compensation can take many forms, each with its own features, risks, benefits, requirements, and tax implications. It is critical for executives and their advisors to understand the structure of their particular equity compensation so they can make the best planning decisions and seek to minimize tax impacts.

A well-structured and thoughtfully organized family meeting can foster stronger family bonds, promote the family’s shared values, and facilitate strategic decision-making. Here are some of the essential elements and best practices to help ensure your family meeting is effective and worthy of the time investment.

Successful families can create lasting legacies that span several generations by executing strategic wealth planning techniques and employing a long-term approach to educating and skill building. Family meetings provide more than an opportunity to get everyone together – they should be issue-focused and used to accomplish one or more objectives as discussed by Crewe Advisors Partner, Kris Yamano.

Corporate Executives typically receive a significant portion of their compensation in the form of equity. This equity compensation can take many forms, each with its own features, risks, benefits, requirements, and tax implications. It is critical for executives and their advisors to understand the structure of their particular equity compensation so they can make the best planning decisions and seek to minimize tax impacts.

As a business owner considering the sale of your company, it is critical to explore various strategies that could optimize one of the biggest transactions of your life. One such strategy to evaluate is the F-Reorganization, a tax-efficient method of merging corporations. Read on as we learn more about the basics of an F-Reorganization and discuss some of the pros and cons of this strategy.