Succession Planning and Mergers and Acquisitions
Leave your business through the right door, on the right terms
This track is the payoff for everything before it. It starts with the decision every owner eventually faces, which door to leave through, and walks each door to the closing table: the buy-sell agreement, the family transfer, the sale process, the tax math of asset versus stock, and the purchase agreement itself.
Owners three to ten years from an exit, and the family members or buyers on the other side.
This track is for you if
- You are three to ten years from an exit
- You have partners and no buy-sell agreement
- You are a family member or buyer on the other side of a deal
How the track builds
- 01
Start with the exit options and your succession timeline
- 02
Put a buy-sell agreement in place that is properly funded
- 03
Pass the business to family or get it ready to sell
- 04
Finish with deal structure, the purchase agreement, and what to do with the money
Courses in this track
- 8.1
Business Succession Basics: The Exit Options, the Timeline, and Your Succession Plan
Coming soonKnow every way to leave your business, what each one pays and costs, and build a written succession plan that protects the company if something happens to you tomorrow.
- 8.2
The Buy-Sell Agreement: Triggers, Valuation, Funding, and the Connelly Fix
Coming soonDraft, fund, and maintain a buy-sell agreement that actually works when a partner dies, quits, divorces, or goes broke, and that the IRS will respect for estate tax.
- 8.3
Passing the Business to Family: Gifts, Sales, Freezes, and Keeping the Peace
Coming soonTransfer your business to the next generation using gifts, installment sales, and freeze techniques that cut estate tax, while treating children in and out of the business fairly.
- 8.4
Getting Ready to Sell: Cleaning Up the Books, the Entity, and the Deal Team
Coming soonPrepare your business for sale two years out so it commands a higher price and a cleaner tax result, and run the process from valuation to letter of intent without giving away leverage.
- 8.5
Asset Sale Versus Stock Sale: The Tax Math That Decides Your Deal
Coming soonUnderstand the tax difference between selling assets and selling ownership, allocate the purchase price to keep more of it, and use the elections that give both sides what they want.
- 8.6
Closing and After: The Purchase Agreement, Rollover Equity, Earnouts, and What to Do With the Money
Coming soonRead a purchase agreement like your lawyer does, protect yourself on representations, indemnities, and escrows, and plan the year after the sale so you keep the most of what you earned.
What every course includes
- A narrated lesson of 45 to 60 minutes, produced as audio
- A designed slide deck you download and keep
- A computational workbook that runs the actual legal tests
- A toolkit of checklists and protocols
- A legal authority appendix carrying the two-pass vetting protocol
Want this applied to your facts?
The curriculum teaches the framework. If you would rather have it run against your own returns and structure, that is the paid consult track.
Educational material from the private client curriculum of Brian T. Boyd. This is legal education for a general audience, not legal advice, and no attorney-client relationship is created by purchasing, viewing, or using it. Tax outcomes depend on your facts and your state.