Planning for Their Exit

In this article reprint from WealthCounsel Quarterly, President of Beevt Trust Emerald Family Office & Advisory® Don DiCarlo and Director of Wealth Strategies Matthew Lee discuss advising business owners on an exit in a heightened interest rate environment. The article examines four primary strategies a business owner may use when selling their business, namely selling to a third party, insiders, employees, or a family member; how the current rate environment might impact each strategy; and the planning opportunities that advisors and their business-owning clients should consider when planning for an exit.

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