TH58: Succession Planning: Preparing to Transition the Business to the Next Generation, Key Employees or a Strategic Buyer

Consulting firm Accenture estimates that by 2060, $30 trillion will transfer from senior generations to younger ones: it will be the greatest transfer of wealth in American history. Behind this great wealth transfer are private, family owned businesses. There are several considerations for business owners moving forward. Our panel of experts will explore important topics including:

  • The decision to sell or retain the business within the family
  • Considerations for passing the business to children, key employees, or selling to a strategic buyer
  • Best practices for transitioning the business to the next generation
  • Possible changes to estate and income tax legislation impacting business owners
  • Strategies to reduce tax lability in a transition or sale
  • Current trends in selling and refinancing a business
  • Strategies to maximize the value of your business

Ryan Martinez

Andrea Kushner

John K. Murphy

 

 

 

 

 

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DATE & TIME

July 22, 2021 1:30 pm