Join the collaborative exit planning team of this actual very recent case where 3 major shareholders of a $200million+ business first put in an ESOP of 35% of the company and then went on to consider the balance of their planning. The advisory team will share the triggering event, case facts, collaborative challenges/successes, and each partner’s business succession plan. Compare and contrast both design plans based on their very different life goals, family/spouse, and belief in future company profits.
- Business Succession discovery – from two partner perspectives
- Estate and tax planning strategies – for each partner’s family current and future lifestyle needs/goals
- Exit planning advisory team roles, hiccups, and collaborative process
About the Presenters:
Learn from industry experts Joe Strazzeri, Esq., George Castrillon, CFP, CEPA, CPFA, and Additional Advisory Team Members.Meet the Presenters
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