Frequently Asked Questions

How can trust planning help prepare for a business sale?

Short answer

Preparing for a business sale often involves more than negotiating a purchase price. The structure of your ownership, entities, and estate plan can have a significant impact on taxes, asset protection, and how sale proceeds are ultimately transferred and managed.

In this answer

Trust planning may create opportunities to organize ownership, address succession goals, protect assets, and position your family for future wealth management before a transaction occurs. In some situations, planning completed before a sale can also create meaningful tax and transfer planning opportunities.

Because many strategies must be implemented before a transaction is underway, founders and business owners often benefit from reviewing their planning well in advance of a potential sale or liquidity event.

Related questions

How do I prepare my family to manage my business and investments?

Prepare your family by organizing what you own, explaining how it works, and clarifying who will make decisions if you cannot. Introduce the people who may step in to your managers and advisors, and give them opportunities to learn before a transition. Your family does not need to handle every task personally, but they should understand their responsibilities, where to find information, and whom to ask for help.

Learn more: How do I prepare my family to manage my business and investments?

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Advanced Planning

Advanced planning uses strategic legal, tax, and trust structures to address risks, transactions, tax opportunities, and family circumstances that go beyond traditional probate planning.

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