February 10, 2022
Business Transition Planning, Insights
Robert Wermuth, CFP®, CLU®, ChFC®, AIF®

Asset vs Stock Sale: This really basic topic is often misunderstood.

Your business is only worth what a buyer is willing to pay, and what a buyer is willing to pay is based on the structure of the sale, whether it’s an asset or stock purchase. I thought the attached article spells it out simply. There is no magic here, there are two approaches to the same transaction. However, the net proceeds to the seller could be dramatically different. Find more information on the 5 Ways to Transfer Your Business on legacy-online.com.

Rob Wermuth is a senior partner with Legacy Planning who combines nearly 30 years of financial services experience with cutting-edge technology to deliver to his clients integrated solutions to simplify their complex financial reality. He specializes in documenting goals and developing strategies for significant life events, including: corporate succession planning, estate planning and establishing or managing a family foundation.

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Asset vs Stock Sale: This really basic topic is often misunderstood.

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