Business Transition Browse Our
Financial Planning Resources

How Phantom Shares Work in a Private Company
Quick Answer: Phantom shares give a key employee the financial value of ownership…

How a Cross-Purchase Buy-Sell Agreement Works for Arizona Business Owners
Quick Answer: In a cross-purchase buy-sell agreement, each owner holds a life insurance…

What a Section 1042 Rollover Does for an ESOP Seller
Quick Answer: A Section 1042 rollover lets an owner who sells C corporation…

What Is a Buy-Sell Agreement
Quick Answer: A buy-sell agreement is a contract between business owners that decides…

How a Section 162 Executive Bonus Plan Uses Life Insurance
Quick Answer: Your company pays a bonus that funds a permanent life insurance…

A Guide to Exit Planning for Business Owners
Quick Answer: Exit planning for business owners is the multi-year process of preparing…

The ESOP Repurchase Obligation
Quick Answer: An ESOP repurchase obligation is your company’s promise to buy back…

Retirement Planning for Business Owners Who Are Not Ready to Sell Yet
Quick Answer: To convert business equity into retirement income, you need a multi-year…

Separating Real Estate From Your Business: What Tucson Owners Should Know
Quick Answer: Separating real estate from your business puts the property in its…
