Selling A Major Business Asset

And Achieving Philanthropic Objectives at the Same Time

The sale of a family business often represents the culmination of a lifetime’s work. It can also present an opportunity to achieve philanthropic objectives with a little bit of business and tax planning.

[callout]With proper planning, you can help your client achieve both business and philanthropic objectives.[/callout]

To illustrate the potential opportunities to both monetize a family business and achieve philanthropic objectives, described below are three case studies based on real life situations. The businesses described in the first two case studies had a single stockholder who had founded the business and was presented with an opportunity to monetize it through a sale or merger. Despite those similarities, each situation presented unique planning issues and opportunities, which is why these two case studies were selected. In addition, the third case study briefly discusses planning opportunities when the business is held in a partnership.

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