Stock Sale or Asset Sale? Our Team Discusses Options for Business Owners with Family Business Magazine


Many families start businesses with the hope that the business will stay within the family for generations. But that is not always possible. At some point, family owners, for any number of reasons, need to consider selling or transferring the business.

We often think of these sales as a business transfer, but they are also a wealth management event. Our Planning Partners Amy Jucoski and Todd Neal discussed the considerations for ultra-high-net-worth families looking to sell or transfer a business with Family Business Magazine.

Please read Amy and Todd’s full interview with Family Business here

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