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.

 

Learning Objectives:

• 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

 

Thank you to our Sponsors: