EPI OC 2022 – May 12 – Case Study: 3 Partners, 3 Designs
Join the collaborative exit planning team of this actual very recent case where 3 major shareholders of a $200million+ business first put in an ESOP of 35% of the company and then went on to consider the balance of their planning. The advisory team will share the triggering event, case facts, collaborative challenges/successes, and each partner’s business succession plan. Compare and contrast the design plans based on their very different life goals, family/spouse, and belief in future company profits.
- Business Succession discovery – from two partner perspectives.
- Estate and tax planning strategies – for each partner’s family current and future lifestyle needs/goals.
- Exit planning advisory team roles, hiccups, and collaborative process.
(Purchase of this product will include a link to an inspirational video and a pdf copy of the presentation.)
Presented by George Castrillon, Wealth Manager for Business Owners and Joe Strazzeri, Esq., CEPA