The good news is that the opportunity for tax-free transfers of wealth to future generations has never been better during our lifetimes.  The bad news is that the window on this opportunity is closing in four months.

I would like to devote this month’s article to a topic that two of my partners, John Berg and Scott Husaby, have spent a great deal of time on the past few years.  John and Scott are panelists on the Franchise Times Exit Strategies Seminar Series and have been travelling around the country speaking to franchisors and franchisees on the topic of exit planning.

Over the years, my partners, John Berg and Scott Husaby, and I have been helping franchise clients with business transition issues.   The transfer or transition of the business may be one of the most significant financial events of an owner’s life.  We thought it would be helpful to address some of the major wealth preservation issues we encounter on a daily basis.  The following are our Top 10 Multi-Unit Wealth Preservations Ideas.