Category 26
Succession, Estate, and Ownership Transfer
Handing it on without the tax bill deciding for you.
- 5 modules
- 23 lessons
- ~4h total
What this category covers
Most owners will not sell to a stranger — they will hand the business to family, to management, or to nobody at all, and the difference between those outcomes is usually decided years earlier by paperwork. This category covers the transfer itself: buy-sell agreements that are actually funded, what a minority stake is really worth once discounts apply, and the trust and gifting structures that move ownership without triggering a tax bill the business cannot pay. It is the most technical material in the library and the least taught anywhere — several lessons turn on live case law and specific code sections, so each one names what a professional has to confirm for your situation.