Business Succession Planning and Exit Strategies Webinar

• Determine what a business is worth and how being an owner with control vs. an owner without control impacts value.
• Identify transition options, from selling the business outright to implementing transition strategies.
• Recognize tax issues associated with different transition options, including any impact of 2015 tax law changes.
• Determine how family dynamics impact planning considerations.
• Identify how to start the planning process early and tools to make the process more effective.

• Minority interest vs. pro rata portion of the whole.
• How discounts impact value.
• Selling outright; selling or transitioning to employees; selling or gifting to family members.
• Deal structures.
• Discounting on value transfer.
• Family assets.
• Buy/sell agreements to plan for ownership changes and help avoid shareholder and family disputes.