Succession Exit Planning

Business owners will exit their business one way or another. It is important to stress the need to do it on their terms for what is, for most, their largest asset on their balance sheet. Learn the various exit strategies and resources available to closely held business owner clients. Attendees will:
• Better understand the process and timeline of a transition or sale of the business
• Learn the challenges faced during this process and the complexities, both personally and corporately, involved in selling or transitioning a business
• Learn the process and timeline in transitioning a business and to recognize opportunities, minimize income, capital gains and estate taxes when transitioning
• Learn about a business, as well as discuss the pitfalls on why businesses that are sold often never make it to closing