#succession planning

3 articles found

#wealth management #family office #generational wealth

Family Offices in 2026: Costs, Structure, Regulation, and What Surveys Show About How They Invest

How family offices work in 2026: single vs. multi-family office costs, the SEC family office rule, tax structure, allocation trends, and governance.

Jan 26, 20268 min read

#esop #business exit strategy #succession planning

Selling to an ESOP in 2026: Deal Math, Section 1042, and the Repurchase Obligation

How an ESOP sale works in 2026: leveraged deal math, Section 1042 deferral, S corporation tax rules, repurchase obligations, and the new valuation rules.

Jan 25, 20269 min read

#succession planning #exit strategy #business strategy

Business Succession Planning: Buy-Sell Agreements, Buyers, and Deal Terms That Protect Value

Succession planning for owners: the Connelly buy-sell trap, 2026 SBA seller note rules, ESOP and installment sale tax rules, and what small businesses sell for.

Jan 23, 202610 min read