Webinar: Exit Planning Strategies: How to Plan an Insider Transfer

Описание: Successful Insider Transfers Require Proper Exit Planning: Are You Up to the Task?

Watch our webinar on exit planning strategies and learn about insider transfers including steps to take before you plan, guiding principles to success, and more.

Proper exit planning requires that the business owner obtain what he or she needs financially from the business in order to meet retirement goals. While most business owners dream of the day when they sell their business to an outside third party and walk away with all cash at closing, the fact of the matter is that close to 70% of exits are internal exits where there may never be enough value in the business at any point in time to meet the departing owners financial needs. Rather, properly structured internal exits are done over a long period of time as financial growth targets are met by engaged insiders. The challenge is to design and implement an Exit Plan that accomplishes a successful insider transfer while minimizing risk, maximizing net after-tax proceeds and keeping the owner in control of the process.

Learning Objectives:
· What 2 steps need to be done before you plan your insider transfer
· The 3 guiding principles of all successful insider transfers
· The 9 elements that must be present if an Insider Plan is to succeed
· Discussion of key plan design considerations
· Since funding will be coming from company cash flow, how to minimize taxes to avoid double taxation.

For more information, please contact Michael DeSiato: https://www.cbh.com/professional/mich...

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