Category Archives: Estate Planning

How to Minimize Risks in Family Business Succession

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. When considering passing their businesses to family members, owners should be aware of risk factors and understand how to minimize risks in family business succession. Succession risk planning … Continue reading

Posted in CFO Services, Estate Planning, Exit Planning, Family Businesses, Los Angeles, Risk Management, Succession Planning | Tagged , , , , , , , , | Leave a comment

The Impact of Generational Differences on Succession Planning

This week’s post and linked full PDF are by Howard Goldman, Partner, CFO Edge, LLC. With an increasingly large number of Baby Boomer business owners planning to retire, it is important to consider the impact of generational differences on succession … Continue reading

Posted in CFO Services, Employee Motivation, Employee Retention, Estate Planning, Exit Planning, Los Angeles, Succession Planning | Tagged , , , , , , , | Leave a comment

Estate Planning Strategy May Be Targeted by the IRS

This week’s post and linked article are by Michael K. Menerey, Partner, CFO Edge, LLC. Given U.S. population trends around the large number of boomers turning 65 years of age every day, many greater Los Angeles entrepreneurs and owners of … Continue reading

Posted in CFO Services, Estate Planning, Exit Planning, Los Angeles, Retirement Plans, Selling a Business | Tagged , , , , , , , , , , , | Leave a comment