April 9, 2024

This seminar will focus on the areas of business succession, estate planning, and liquidity issues for the privately held business owner so that he or she will be able to successfully transition the business to the next generation or other successors. Attention is also given to non-family closely held businesses as techniques are explained that will assist these owners in preserving their assets. Some of the key topics our seminar focuses on are: buy/sell agreements, importance of valuations and the impact it will have on the amount of taxes, trusts, due diligence of life insurance, addressing family issues within a family business, and more. This truly could be the most valuable seminar you ever attend as it can literally mean the survival of your business, preservation of your non-business assets and the maintaining of family harmony.