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

Market Update

2018 is off to a very volatile start in the stock market. The S&P 500 hit an all-time high of 2,872 on January 26 of this year and today ... read more


Market Update

It has been an interesting year so far, to say the least. We are only a few weeks into 2018 and the markets are experiencing remarkable volatilit... read more


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