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Better late than never! For many business-owner boomers, the challenges they faced during the pandemic (and continue to deal with) have finally pushed them to start letting go of their businesses. This webinar will explore what pushes owners to the exit and how you can help them identify and meet their goals. We will explore alternatives to an outright sale, current business valuation issues, discount trends in valuing closely held entities, key tax aspects, and planning opportunities.
Program Agenda
Why the wave of ownership changes is happening now:
Motivations of an owner in an exit (it’s not always about the money); and
Family dynamics and how to help owners navigate their exit.
Understanding the exit options available and current trends:
Sale;
FLPs/FLLCs;
IDGT/trusts;
ESOPs; and
Charitable giving, etc.
Business valuation overview and current valuation discount trends; and
Key tax attributes of purchase price allocations and other exit strategy tax planning.
Learning Objectives
What drives owners in an exit, beyond money;
How you, as the trusted advisor, can help owners identify and meet their goals in an exit;
Exit options besides an outright sale so you can give your clients good alternatives;
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