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.
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., Matt Hansen, and Additional Advisory Team Members.
Meet the Presenters
Thank you to our Sponsors, this event is free to attend!
This meeting will be held at Maggiano’s South Coast.
Address: 3333 Bristol St, Costa Mesa, CA 92626
