As Americans enter the "Great Wealth Transfer," with an estimated $84 trillion or more expected to pass to younger generations over the next two decades, family business owners face critical decisions regarding business succession and continuity.
We are pleased to introduce our content series examining the impact of the "Great Wealth Transfer" on business and succession planning for family business owners. The series will cover:
- Options for transitioning the business, including governance and educational elements for next generation owners;
- Detailed business and legal considerations in selling a family business;
- Lessons learned from the "private equity playbook" designed to maximize the business's exit valuation; and
- How wealth transfer and other estate planning techniques can further optimize business strategies.
Click here to subscribe to the series and to receive our extensive guide, The Great Wealth Transfer: Strategies for Succession, Legacy and Wealth Generation, coming later this year. The guide will expand on the topics covered in the series and provide additional context, explanations and cost-benefit analyses for each topic.
Read the latest in the series below.
