Having navigated the COVID-19 pandemic, and with tax changes looming, many entrepreneurs are using this period of time to contemplate their business succession plan. In business, and in life, change is a constant. Business owners should regularly review their personal transition plan to ensure that it is optimized for the current state of the business and the overarching tax environment. During this event, we will highlight 2 of the most common avenues by which businesses pursue transition.
- Sale to a 3rd party
- Employee Stock Ownership Plan (ESOP)
In this session, you will hear from experienced veterans in the exit planning industry about the current M&A landscape, what deals are getting done, and best practices to consider when exiting a business.
- Current market update
- What is working and what isn’t
- Best practices
- Various exit options
About the Presenters:
Learn from Drew McLaughlin, CEPA, Financial Advisor at UBS Private Wealth Management, and Keith Apton, CEPA, Managing Director of Wealth Management at The Capital ESOP Group.Meet the Presenters
Registration is free! Thank you to our sponsors: