Join the collaborative exit planning team of this actual recent case where 2 partners sold their business for $130 million. 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 discover – 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
Meet the Presenters:
Learn from industry experts Joe Strazzeri, Esq., Matt Hansen, and Additional Advisory Team Members.Meet the Presenters
Thank you to our Sponsors:
This meeting will be held at the Southern California Institute.
Location: 6256 Greenwich Drive, Suite 250, San Diego, CA 92122.