Business Succession

Transferring Businesses Efficiently and Effectively

Transferring a business to another party can be a daunting and cumbersome task. How much is my business worth? What are the tax ramifications of a sale? What is my liability? Can I afford to sell this business? Is there a buyer for my business? What is my exit strategy? These are just a few of the questions that begin the discussion. Chalk Cullum & Associates can help you answer these questions. Once these questions are answered, certain strategies must be implemented to protect the seller throughout the business succession process.

Whether selling all or part of your company to an outside party, to your employees, or to your family, completing a sale and assigning ownership can be incredibly complicated. CCA utilizes years of experience and expertise to assist business owners all along the process. We advise, design, and assist in implementation across a variety of potential issues and strategies, including:

  • Business Valuations
  • Marketability
  • Efficient Transference of Ownership
  • Family Business Succession Strategies
  • Tax Strategies
  • Asset Protection and Liability Issues
  • Partnership Agreements
  • Buy/Sell Agreements
  • Gifting Strategies
  • Retirement Planning


Observations and Updates from CCA

Portfolio Update

We hope your 2019 is off to a great start! We wanted to give you all an update on the equities in your accounts. As you know, we sold all equ... read more


Portfolio Update

Our 10/50 indicator has crossed and confirmed negative today.

As we mentioned in our Market Update on Dec 7th... read more


Market Update

The fourth quarter of 2018 continues to be a volatile season for the markets. Since this has been such an ‘interesting’ week, we wanted t... read more


Market Update

October has been another volatile month in the stock market. The theme for 2018 continues to be volatility. As you can see from the chart of... read more