[fname], in the last email I talked about taking the fourth of 5 Exit Strategies for exiting owners, that being #4 - Management Buyouts or MBO's.


If you want to learn more about this strategy, go to page 10 in my free report.  Today I'm going to go over the next type of EXIT STRATEGY available to you as you as you exit your business.


Strategy #5: Gifting Strategies


One final exit strategy option is actually a grouping of many options that fall under the general term quote gifting". When exiting owners reach a point in life where they want to give something back, they turn to gifting programs to satisfy that urge.

Almost always, or at least it should be, the urge to give, not the tax incentives, motivates the implementation of gifting programs. Gifting programs are a study unto themselves, encompassing volumes of written work in constantly changing tax code sections in tax court rulings.

Gifting programs are often used in combination with other strategies, such as employee stock option ownership plans ESOPs, a management buyouts MBO's, to get additional amounts of company stock into the hands of your desired successors. (You can learn more about this strategy on page 12 of my report).

Your 'Owner Type' Determines Which
Exit Strategies Are Best for You.
What Type Are You?


To find out you can click on the link below & take the BERI survey:


As you can see in the link, the BERI survey is short for Business Exit Readiness Index.  The survey is private & confidential and will produce a short report that I'll send back to your after you take it.


And again if you want to learn more about the 6-Step Exit Process, I recently held a webinar on the subject and went in depth on each step.  You're welcome to WATCH the video webinar REPLAY at the link below:


As always if you need some advice, you're welcome to email me of call me here at the office at 281-993-4530.


Regards, Charlie


Charles Wilson, CPA/CFF, CGMA, CBEC

Charles Wilson, LLC

307 S. Friendswood Dr, Ste B-2
Friendswood, TX 77546
281-993-4530 (O)
866-567-3975 (F)



Charles Wilson, CPA/CFF, CGMA, CBEC is a Certified Business Exit Consultant and is affiliated with Pinnacle Equity Solutions, Inc., an Exit Strategies Training and Solutions company.  Parts of the content in this email are taken from previous Pinnacle Equity Solutions, Inc's. newsletter library and website in accordance with Charles Wilson's certification in Pinnacle's Certification and Membership Program. All Copyrights are the properties of Pinnacle Equity Solutions, Inc. and Charles Wilson, LLC and their respective owners.