Article and Video Links on Select Business Planning Topics



Business Succession Planning


Employee Stock Ownership Plans (ESOPs)

  • How To Transfer Your Business Using An ESOP.
  • Industry Spotlight: Is An ESOP A Good Fit For Your Construction Company?
  • Benefits of Implementing a Leveraged ESOP.  (Video)


Buy-Sell and Shareholder Agreements


Estate and Wealth Transfer Planning for Business Owners

  • Estate and Business Succession Planning for the Family Business.  (Video)
  • Transferring Ownership Of Your Business While Retaining Control: A GRAT or IDIT Can Help.
  • Handing The Torch To The Next Generation.
  • Pass Your Family Business To The Next Generation Using An IDGT And An Installment Sale.
  • How to Meet the Challenges of Managing a Family Business.
  • Survivorship Life Insurance Helps Pay Estate Taxes.
  • What are the Differences Between a GRAT and an IDGT?  (Video)
  • How to Use a Grantor Retained Annuity Trust (GRAT) to Transfer a Family Business.  (Video)
  • How to Use an Intentionally Defective Grantor Trust (IDGT) to Transfer a Family Business.  (Video)


Transaction Advisory


Incentive Compensation