Tax Tip #253
Ralph Loggia • June 24, 2025
Exit Strategies for Business Owners
A successful business exit strategy requires careful planning well in advance of retirement or any other reason for an ownership transition.
Some common strategies include:
- Buy-sell agreement
- Life or disability insurance
- Key person life insurance
- Gifting
- Employee Stock Ownership Plan (ESOP)
- Obtaining a business valuation
If you’re thinking of selling your business and want a better understanding of the amount of cash that will remain in your pocket after the sale/transition and paying taxes, reach out to a Goldstein & Loggia team member for more information.
