Most business owners do not consider or define their succession plan until they are ready for the actual sale or succession event. However, the ideal time to involve a professional in the development and execution of a succession plan is at least 3 years ahead of the event. When business owners fail to start planning soon enough, they sacrifice potential opportunities to maximize the value of the ultimate succession event. 

 

Learning Objectives:

• Are you aware of strategies to consider now for a tax-efficient business transaction later?
• Do you have the right type and structure of entity for your business succession plan?
• Is your liquidity and cash flow adequately protected from potential creditors?
• Is your business protected from the loss of services of a key employee or yourself?
• Have you identified your ultimate succession outcome?

 

About the Presenters:

Learn from industry experts John Dwyers, CFP®, CPA/PFS, Director/Wealth Strategist, City National Rochdale and Gerry Gaeta, JD, MSFS, CEPA®, Managing Director/Senior Wealth Strategist, City National Rochdale.

Meet the Presenters

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This meeting will be held at Calvin University, Price Conference Center, Grand Hall.

Address: 1800 E Beltline Ave SE, Grand Rapids, MI 49546