Business Succession Tax Planning Case Study – Understanding the Math


Business Succession Tax Planning Case Study - Understanding the Math

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. 


Learning Objectives:

  • 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


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters


Greg Banner, CFP ®, CLU ®, CRTP
Joe Strazzeri, Esq.