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Business Succession Planning Karen L. Brady, J.D. Karen Brady & Associates, P.C. (303)420-2863 www.coloradobusinessplanning.com
What is Exit Planning? A systematized process, a customized approach resulting in an owner’s transition out of the business
Why Exit Planning? Every owner leaves his or her business – voluntarily or otherwise.  At that time, every owner wants to receive maximum value for his or her business.
Recipe for Successful Exit Plan ,[object Object],[object Object],[object Object],[object Object],[object Object]
Why Time is Important ,[object Object],[object Object],[object Object],[object Object],[object Object]
What Owners Often Want ,[object Object],[object Object],[object Object],[object Object],[object Object]
The Team ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Timing of Transfer ,[object Object],[object Object]
Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Internal Planning ,[object Object],[object Object],[object Object],[object Object],[object Object]
Some Techniques ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Buy/Sell Agreements ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Buy/Sell Challenges ,[object Object],[object Object],[object Object]
Family Limited Partnership/FLLC ,[object Object],[object Object],[object Object],[object Object]
Disadvantages of FLP/FLLC ,[object Object],[object Object],[object Object],[object Object]
Split Interest Trusts ,[object Object],[object Object],[object Object],[object Object]
Disadvantages ,[object Object],[object Object],[object Object],[object Object]
Nonqualified Deferred Compensation ,[object Object],[object Object],[object Object]
When can pay out ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
NQDC – Employee’s Perspective ,[object Object],[object Object],[object Object],[object Object],[object Object]
NQDC – Employer’s Perspective ,[object Object],[object Object],[object Object],[object Object],[object Object]
Common NQDC ,[object Object],[object Object],[object Object]
Other NQDC Ideas/Names ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Employee Stock Ownership Plan (ESOP) ,[object Object],[object Object],[object Object],[object Object]
ESOP Advantages ,[object Object],[object Object],[object Object],[object Object],[object Object]
ESOP Advantages ,[object Object],[object Object],[object Object]
ESOP Disadvantages ,[object Object],[object Object]
412i Plans ,[object Object],[object Object],[object Object]
Reasons to Consider 412i ,[object Object],[object Object],[object Object],[object Object]
412i Disadvantages ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
412i Requirements ,[object Object],[object Object],[object Object]
Business Succession Planning Karen L. Brady, J.D. Karen Brady & Associates, P.C. (303)420-2863 www.coloradobusinessplanning.com

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Business Succession Planning

  • 1. Business Succession Planning Karen L. Brady, J.D. Karen Brady & Associates, P.C. (303)420-2863 www.coloradobusinessplanning.com
  • 2. What is Exit Planning? A systematized process, a customized approach resulting in an owner’s transition out of the business
  • 3. Why Exit Planning? Every owner leaves his or her business – voluntarily or otherwise. At that time, every owner wants to receive maximum value for his or her business.
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  • 32. Business Succession Planning Karen L. Brady, J.D. Karen Brady & Associates, P.C. (303)420-2863 www.coloradobusinessplanning.com