Exit Planning Archives - Geller

What Is an Exit Strategy?

Alexandra Pielusko — Wed, 29 May 2024 14:55:04 +0000

An exit strategy in business is exactly as its name suggests: it’s the way out for business owners, entrepreneurs and investors in a business. Typically, an exit strategy is the culmination of a successful career of nurturing and building a business. However, for an exit strategy to be successful, it should be developed well in […]

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From Operating a Business to Running a Family Enterprise: Treating Wealth as the New Family Business

Allen Injijian — Fri, 15 Mar 2024 00:12:16 +0000

No family business owner ever thinks it can happen to them. You spend decades building the business, nose to the proverbial grindstone day after day to create a legacy you can be proud of. Finally, the time comes to reap the fruits of your labors through a carefully planned exit, resulting in a substantial influx […]

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Business Owners Looking to Exit: Why You Need to Act Now before the Estate Tax Exemption (Potentially) Sunsets

Allen Injijian — Fri, 05 Jan 2024 20:39:20 +0000

Brace yourselves. Business owners should prepare to be inundated over the next 12-18 months (if not already) with urgent appeals from estate planners, financial advisors, and accountants to get their tax planning in order before the federal lifetime estate and gift tax exemption potentially sunsets at the end of 2025. While that might seem like a […]

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