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Forensic & Valuation Services Conference 2020


FVC2029 - Valuation for Succession Planning


Nov 10, 2020 2:15pm ‐ Nov 10, 2020 3:30pm

Description

Over the next 10-15 years, during the maturing of the post WWII and "Baby Boomer" generations, it is estimated that over 500,000 private U.S. businesses will exchange hands each year. This will result in an increase for exit planning advisory services over this period. This seminar will present a discussion of alternative exit planning strategies for owners and the related valuation issues that must be considered, including: 

  • Buy/Sell Agreements
  • Estate and gift taxes
  • Charitable contributions
  • Sales to management
  • Sales to a third party
  • Mergers and acquisitions
  • ESOPs

Learning Objectives:
  • Identify alternative exit strategies for owners
  • Learn valuation considerations for each alternative stragegy

Speaker(s):

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