SERVICES

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

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Observations and Updates from CCA
Oct
25

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

Aug
23

Portfolio Update

As stated in previous posts, we have been monitoring the bond market and the effect rising interest rates and inflation have on the fixed inc... read more

Jul
12

Market Update

We hope you are having a safe and relaxing summer and have found a place to get out of the heat. The second quarter ended with stocks and bon... read more

May
23

Market Update

As we head into summer we thought this would be a good time to provide you our current insights on the equity and bond markets. This has been ... read more

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