EPI SD 2022 – May 18 – 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.

Learning Objectives:

  • 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 Steve Mancini, Esq., CEPA

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