Transitioning a business includes a myriad of decisions and potential transition strategies, which can be overwhelming for business owners. Join the collaborative exit planning team of this actual recent business succession and tax planning case. The advisory team will share the triggering event, case facts, collaborative challenges/successes, walk through the math from a shareholder perspective, and review the resulting design plan based on the client’s life goals, family/spouse, and belief in future company profits.
- Business Succession discovery process
- The Math of the Wealth Gap explained from a shareholding perspective
- Estate and tax planning strategies from the owner and the family’s current and future lifestyle needs/goals
- Exit planning advisory team roles, hiccups, and collaborative process
About the Presenters:
Learn from industry experts Greg Banner, CFP®, CLU®, CRTP and Joe Strazzeri, Esq..Meet the Presenters
Thank you to our Sponsors!
This meeting will be held at Maggiano’s South Coast.
Address: 3333 Bristol St, Costa Mesa, CA 92626