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Succession planning increases the availability of experienced and capable employees that are prepared to assume these roles as they become available.
Join our discussion on important strategies and concepts for today’s business owner. Corporate operations, structure, estate planning and family planning will be covered by the panel as they discuss tax minimization strategies and help position your company for succession.
Corporate operations – What should I be doing today to help minimize the tax bill, improve profit margins, and plan for retirement
Structure – Structuring the business; identifying buyers, structuring the sale, general valuation issues; purchase price
Estate planning - The importance of powers of attorney/ wills/ insurance and planning for unexpected events
Family Planning – Dealing with active vs non active family members; ownership of assets and use of planning tools like trusts and insurance