top of page
Valuation Intelligence
Estate Freeze for Succession Planning of Owner-Managed Family Businesses
The existing shareholders of an owner-managed family business that has decided not sell their ownership interest to a third party may implement succession planning to transition their ownership interests to a family member(s). Our example will assume that following:
-
Mom & Dad are the existing shareholders of a business whose common shares has a current fair market value of $2 million ($1 million for each of their....
bottom of page