Small Business Educational Series "90 Minutes to Success"
Date and Time
Wednesday Feb 26, 2014
8:00 AM - 9:30 AM EST
February 26, 2014
Location
7000 Central Parkway, 3rd Floor Conference Room
Sandy Springs, GA 30328
Phone: 678.443.2990
Fees/Admission
This event is FREE to all members and non-members
Website
Contact Information
Samantha Barton
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Small Business Educational Series "90...
Description
Attention Business Owners…Do you have an Exit Strategy?
For most business owners, their business is their primary asset, and having an updated, ironclad, business plan is imperative, even if you don’t plan to retire or sell your business for many years.
Please join us on Wednesday, February 26th for Part I of : “Business Succession Planning: How to Prepare for Your Exit.” In this seminar we will cover “Structure and Funding of Buy/Sell Agreements to Maximize Value.” Howard Katz, CFP® from Lincoln Financial Advisors will review strategies to ensure that your family gets the money from your buy/sell agreement. Cross purchase agreements vs. entity purchase and other factors to consider.
Please join us on Wednesday, February 26th for Part I of : “Business Succession Planning: How to Prepare for Your Exit.” In this seminar we will cover “Structure and Funding of Buy/Sell Agreements to Maximize Value.” Howard Katz, CFP® from Lincoln Financial Advisors will review strategies to ensure that your family gets the money from your buy/sell agreement. Cross purchase agreements vs. entity purchase and other factors to consider.
- Funding the Buy/Sell
- Stated value vs. formula
- Mandatory provisions
- The “8 D’s” that must be addressed
- Who will buy the business: outsider, key employee(s) or family member?
It is critical that business owners understand the importance of business succession planning and the repercussions of failing to create a succession plan.
“How to Prepare for your Exit Part II:” Selling Your Business – How Will it Impact Your Family & Strategies to Lower Your Tax Bill” will be held on Wednesday, March 26th.
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