Business Succession

Transferring Businesses Efficiently and Effectively

Transferring a business to another party can be a daunting and cumbersome task. How much is my business worth? What are the tax ramifications of a sale? What is my liability? Can I afford to sell this business? Is there a buyer for my business? What is my exit strategy? These are just a few of the questions that begin the discussion. Chalk Cullum & Associates can help you answer these questions. Once these questions are answered, certain strategies must be implemented to protect the seller throughout the business succession process.

Whether selling all or part of your company to an outside party, to your employees, or to your family, completing a sale and assigning ownership can be incredibly complicated. CCA utilizes years of experience and expertise to assist business owners all along the process. We advise, design, and assist in implementation across a variety of potential issues and strategies, including:

  • Business Valuations
  • Marketability
  • Efficient Transference of Ownership
  • Family Business Succession Strategies
  • Tax Strategies
  • Asset Protection and Liability Issues
  • Partnership Agreements
  • Buy/Sell Agreements
  • Gifting Strategies
  • Retirement Planning


Observations and Updates from CCA

New Tax Law Summary

We hope you have all had a very Merry Christmas and are looking forward to a wonderful new year. As you have probably heard by now, on December 2... read more


Market Update

The third quarter of 2017 is in the books and there are only 10 more Fridays until Christmas! This year seems to have flown by. We wanted to tak... read more


Market Update

As summer comes to a close we thought this would be a good time to talk about the investment world and what we see coming into the fourth quarter... read more


Portfolio Update

Good Afternoon,

We hope the summer is off to a great start for you and your families!

We recently sold a small position in TB... read more