Planning Your Ownership-Transition Strategy

If you're considering ownership transition, look no further—here are the most important factors to consider for each option.

View infographic about Planning Your Ownership-Transition Strategy

Succession Planning

Change Is Coming for Owners of Family Entities

It may become more expensive to transfer an equity interest in your business to a family member. Find out more about the possible implications to your current estate plan.

Learn more about Change Is Coming for Owners of Family Entities

Is an ESOP Right for Your Business?

The tax and employee benefits offered by ESOPs make them a succession planning option you may wish to consider seriously—here's why.

Read article about Is an ESOP Right for Your Business?

Ownership Transition For Families

Find out what to do now if you want your family to run your company in the future.

Read white paper about Ownership Transition For Families

Should You Sell to a Strategic Buyer?

Are you looking to maximize your proceeds for the sale of your business? Consider selling to a strategic buyer.

Read article about Should You Sell to a Strategic Buyer?

An IPO as an Ownership-Transition Strategy

Take a detailed look at transitioning the ownership of your business via an initial public offering (IPO).

Read article about An IPO as an Ownership-Transition Strategy

Should You Sell to a Private Equity Firm?

Depending on your needs and those of your company, here’s why you may want to consider selling to a private equity firm.

Read article about Should You Sell to a Private Equity Firm?

Why You Should Consider a Leveraged Recap

We examine the leveraged recap as an ownership-transition strategy and whether it’s right for you and your business.

Read article about Why You Should Consider a Leveraged Recap

Retiring Ownership via an ESOP

Thinking about your ownership-transition strategy? Here's why employee ownership might be a good option for your business.

Read article about Retiring Ownership via an ESOP

Related Services

Employee Stock Ownership Plans

SUBSCRIBE TO OUR ECONOMIC NEWSLETTER

Weekly insights on the economic issues that matter most to your business.

Subscribe

GET IN TOUCH

Find out how we can help your business.

Contact Us

 

Copyright © 2017 JPMorgan Chase & Co. All rights reserved.