TMRW Wealth’s Guide to Business Succession Planning outlines tailored strategies to transfer ownership while preserving legacy, minimizing taxes, and securing financial goals. It explores methods like Deferred Sales Trusts, Self-Cancelling Installment Notes, Family Limited Partnerships, the “Popeye Plan,” and Life Insurance Buy/Sell agreements. The guide helps business owners assess successors, timelines, estate size, and cash flow needs. It emphasizes early planning and assembling a transaction team—including attorneys, CPAs, and advisors—for a seamless, tax-efficient, and goal-aligned succession process.

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