Gifting or Selling Business & Partnership Interests
Gifting or transferring business interests to family members is commonly considered as an integral part of a comprehensive estate plan. A buy-sell agreement is often used to structure owner transactions upon the departure or death of a company shareholder. A Limited Liability Company (LLC) will have a membership agreement that provides for transferring membership interests. Family limited partnerships are commonly used to transfer accumulated wealth across generations. APEX regularly works with clients and shareholders in all of these areas.
APEX’s professionals have served many clients seeking to transfer wealth through estate plans, partnerships and other agreements. Further, we have worked with families and business owners to determine the value of business and partnership after a death in order to fairly and supportably settle an estate. We accurately apply premiums or discounts for control and marketability in these situations, which is critical to determining the appropriate Fair Market Value of a business, LLC or partnership interest. Contact us to discuss your particular circumstances and we will customize a service level that uniquely meets your needs.
APEX’s professionals have served many clients seeking to transfer wealth through estate plans, partnerships and other agreements. Further, we have worked with families and business owners to determine the value of business and partnership after a death in order to fairly and supportably settle an estate. We accurately apply premiums or discounts for control and marketability in these situations, which is critical to determining the appropriate Fair Market Value of a business, LLC or partnership interest. Contact us to discuss your particular circumstances and we will customize a service level that uniquely meets your needs.
Since 1995