Selling Your Business?

Charitable planning and donor advised funds are an overlooked tool in helping a business owner when they are selling their business. A donor advised fund cannot only be an excellent source of tax savings and wealth preservation, but allows the owner to build something of significance beyond their business.

The following articles and resources can help. Contact us or call at 1-888-966-8170 with any further questions.

Whitepapers, Ebooks & Articles

The Power of Charity in Succession Planninglogosmall.png


Additional Insights

Success to Significance: Starting a New Future After the Business Exit

Boomer Business Owners Planning to Sell Their Businesses


Tom Tobin

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