Succession Planning
How Smart Leaders Are Passing Assets to Buyers, Investors, and Future Generations
According to the U.S. Small Business Administration, the average age of the U.S. business owner is over 55 years old, which means that many will be looking to transition from business owner to retirement in the years to come.
But what’s the best strategy for you? What are the considerations for passing your business down to family members? What options do you have for selling your company? How should you best prepare your company — and your finances — to best take advantage of today’s tax and business laws?
Join “The Succession Advisor” Columnist for Accounting Today and Certified Public Accountant Gene Marks for a fast paced, entertaining and informative discussion where you will better understand your best succession actions you should be taking that benefit yourself, your family and others connected to your business.
During this presentation, Gene will cover the following topics:
- Succession planning strategies from family owned businesses;
- Navigating the changing tax environment of estate and capital tax rates;
- Asset and income approaches to valuing your business;
- Pros and cons of potential buyers for your business and key team members you’ll need to be involved;
- The benefits of selling to your employees;
- Documentation and technical considerations you’ll need to address;
- …and much more
Inquire About Gene Marks speaking to your group today!
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G ene’s presentations help business owners and managers of all industries to look ahead, with specific actions for growing and profiting based on the strategies of other business owners in their industry.