Center for Private Company Excellence Webinar: Organizing the Family Business for Transition
Tuesday, June 22, 2021
8:30am - 10:00am
Over the past several years, we have seen an acceleration of family businesses giving serious thought to their transition plans. Beginning the process well in advance of the actual transition will provide your family with a variety of options and ensure better efficiency for the transfer of ownership. You can start the planning process by establishing a framework that lays out specific action steps to implement over time so that you’re ready for the transition.
This informative webinar outlined common planning tools you can use when developing the framework for your family business transition, including strategies for increasing flexibility and maximizing tax efficiency of the transactions.
- Steven Staugaitis, Director, Audit & Accounting and Family Business Services Specialist
- Katrina Samarin, Manager, Tax Strategies and ESOP Specialist
Click here to download the slides from the presentation.