Exit Planning for Family and Closely Held Businesses
2:45 - 4:15
Generate new income by integrating business succession planning into your mix of client services. We’ll cover all of the following topics: the key issues in developing effective exit strategies in various situations; practical approaches for transferring a business to family members and employees; how to us an ESOP (Employee Stock Ownership Plan); how to handle a management transfer; basic approaches to business valuation; and how to use tax and legal strategies to achieve a client’s financial and personal objectives. By the end of this session you’ll be able to confidently analyze and discuss business succession options with your clients and efficiently implement the best option for each client.