Tag Archives: ownership
Estate Planning for Home Care Business Owners and Their Families

Estate Planning for Home Care Business Owners and Their Families

To avoid unnecessary taxes when transferring your home care business and estate to your beneficiaries, it’s important to understand tax laws and how to use them to your advantage.  But before we jump into this discussion, we need to define “estate” first. For federal tax purposes, an estate is everything you control at the time […]

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Value Driver 4:  Leveraging Human Resources

Value Driver 4: Leveraging Human Resources

We have been discussing the various methods home care owners use to build valuation in their companies to achieve their exit planning goals.  Foremost in this process is creating a written value-building plan, which includes four important value drivers: Value Driver 1:  Business fundamentals Value Driver 2:  Strategic Planning Value Driver 3:  Systemizing Internal Operations […]

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