Center for Private Company Excellence Seminar: Transfer & Exit Strategies for Private & Family Companies

December 4, 2012
7:30am to 10:30am
Kreischer Miller, Horsham

Most private and family business owners have the majority of their wealth in their company’s stock.  Consequently, exiting the business and transferring that ownership interest is one of the biggest decisions most companies face.  This program will help private companies understand all of their transfer options and how to plan for them.

This interactive, engaging, and practical seminar examined:
  • Transfer options for your business
  • How to assess which transfer strategy is right for you
  • Transaction structures that work for the business and the family
  • Building tax efficiency into your transfer strategy
  • Preparing financially for a transfer


  • Mario O. Vicari, Director, Kreischer Miller

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