What if I don't want to sell — I just want to transition to family or management?

Family transitions, management buyouts, and partial recapitalizations use different tax and legal tools than third-party sales — but they still benefit from the same coordinated planning approach. Owners often think a family transition is "simpler" than a sale; in practice, family transitions are usually harder because they add relationship dynamics on top of the tax and legal work. See our ownership transition planning page for the framework we use across all three transition paths.