Passing the Baton vs Exit Strategy: Techniques to Transfer the Ownership of Your Business to the Next Generation
You’ve spent decades building your business, and understanding your customers and your market. When it is time to transition into retirement you need a new set of skills and techniques.
This seminar will not only inform you about different techniques to transition ownership, but also preview challenges and solutions you may face.
Learn how a properly-funded buy-sell agreement can prevent inter familial disaster. Consider different buyout techniques: gifting, self financed and lender financed… and the effect of each on your retirement income and security. Discover how the use of trusts can protect your legacy from an unsavory in-law.
Professionals in the areas of law, tax, insurance and investments have pooled their respective expertise to present a comprehensive overview of this important transition. Join us to learn about your options.
Marianna Batie, J.D.
Patrick E. O’Doherty, CLU©, CFP©, ChFC©
Charles M. Meenehan, CPA, MST, CVA, PFS
Jessica Eisemann, AAMS®