Why attend?

Privately held businesses make up more than 80% of businesses, while baby boomers born between 1930-1950 account for approximately 60% of the U.S. population and own approximately 50% of privately held businesses. As over half of the 9.5 million business owners reach retirement, the need for trained exit planning advisors has never been so great.

Typically, the privately held business is the most valuable asset owned, and yet most entrepreneurs think about converting this value for retirement as an afterthought. It's your job as general outside counsel to prepare the owner well in advance of the transaction-anything less impacts your client's potential to realize the full value of their business and an actual sale under ideal terms and conditions.

Learn the importance of assembling a strategic team of professionals and beginning the process at the correct time. Understand the role of each professional in successfully coordinating and executing the strategy, as well as how to navigate the commonly encountered dynamics. Learn the preferred methods of transferring a business, to whom and when-and the potential risks and benefits of each. The panelists discuss the practical and substantive issues involved in a complex business sale, including stock transfers, sale of assets, and mergers with strategic partners. The expert faculty also discuss the potential income and estate tax ramifications and strategies for minimizing each.

You will learn...

Agenda and written materials