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., Counselor and Attorney for Successful Families and Business Owners. Educator for Wealth Advisors, George Castrillon, CFP, CEPA, CPFA, and Additional Advisory Team Members.

Meet the Presenters

 

This event is free to attend!

Thank you to our Sponsors: