When a business owner calls me to consult, the three most common questions I hear are:
Can you help me sell/transfer, in the most tax-effective way, my business?
Can you value my business?
Can you give me a second opinion on my estate plan?
“Transfer” means a sale, gift, or bequest to a family member — usually to one or more of your children. “Sale” means a sale of your business to a non-family member (including an employee or fellow stockholder)....More