Business Sales and Legacy Decisions

The opportunities and challenges in making the trade-offs

Selling a family business is typically complicated and fraught with emotional issues for the owner. The owner is selling his means of livelihood, and more — the composition of his net worth, which will migrate from business earnings to a portfolio of liquid assets generated by the sale. The good news is that owners aren't going through the process alone, but are typically represented by teams of advisors. The role of the investment manager isn't to pass judgment on one or another term sheet, ...

All Access Premium Content Subscription

Subscribing to premium content on WealthManagement.com will give you full access to all articles and media content for 12 months.

Already registered? here

Please or Register to post comments.

Latest poll

Absolute Perfection

This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 

Image courtesy of  Christie’s Images Ltd. 2013

Latest Forums Topics

http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2013/02/forums-graphic.jpg

"Do firms check U5's when hiring?"

Read More

More Topics

Need sales based app for daily Management

Sales called backbone for business. I am sales person in one MNC so i need app to manage my tasks, work details please share with me if you have any app for sales. My friend Linda suggest me about top ipad Sales Assailant App ( Coming soon ) and other another apps. If you have any suggestion please share with me ..     thanks steve...More

Financial Planning: Best information sources and research tools?

I am new in financial planning and am approaching the profession with several years experience working in personal trusts and have just completed a financial planning course. I am considering going out on my own and am trying to get some tips and ideas as to the best ways to stay informed and to provide clients with the best expertise and skill set possible. Does anyone have preferences and/or advice as to the best ways to stay current and in compliance with legal, tax and market changes?...More
Retirement Planning Snapshot

The Numbers Behind Social Security

Most Recent Blogs & Columns
May 21, 2013
blog

FINRA Won't Drop BrokerCheck Link Rule

Advisors who hate the idea of linking to BrokerCheck on their websites are not out of the woods. Despite pulling its proposal last month, FINRA staff say the proposal is not dead....More

Browse Blogs Browse Columns
Market Data

Market index values delayed 15 min

Newsletter Signup