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Exit Planning

Exit Planning

Consider an installment sale to optimize taxes when selling your business

If you’re planning to sell your business, receiving the purchase price over time may allow you to spread your gain — and the related tax — over several years. Let’s review the pros and cons of installment sales.
September 29, 2026
H&B
0
Over the years, you’ve invested blood, sweat and tears into building a successful small business. Now it’s time to sell and move on to the next chapter of your life. What are the tax implications of selling — and how can you reduce or defer your taxes? One possible solution is an installment sale. How […]
#BusinessSale, #InstallmentSale, #TaxPlanning
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Exit Planning

Look carefully at three critical factors of succession planning

Succession,planning,concept,on,blackboard,with,pen
August 23, 2023
H&B
0
The day-to-day demands of running a business can make it difficult to think about the future. And by “future,” we’re not necessarily talking about how your tax liability will look at year-end or how you might grow the bottom line over the next five years. We’re referring to the future in which you no longer […]
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Gerard Mekhsian

Gerard Mekhsian

Kevin Mekhsian

Kevin Mekhsian, Partner

Tanya Scott

Tanya Scott

A Comprehensive Approach to Goal-Based Financial Planning

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