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Valuation Intelligence

Conference Room

Estate Freeze for Succession Planning of Owner-Managed Family Businesses

The existing shareholders of an owner-managed family business that has decided not sell their ownership interest to a third party may implement succession planning to transition their ownership interests to a family member(s).   Our example will assume that following:


  • Mom & Dad are the existing shareholders of a business whose common shares has a current fair market value of $2 million ($1 million for each of their....

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