EPI SD 2022 – November 16 – Collaboration at Its Best Part 4: Financial, Legal, and Tax – 2 Partners, 2 Designs

Join the collaborative exit planning team of this actual recent case where 2 partners sold their business for $130million.  The advisory team will share the triggering event, case facts, collaborative challenges/successes, and each partner’s business succession plan.   Compare and contrast both 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 the video presentation, an audio presentation, and a pdf copy of the presentation.)

Presented by Joe Strazzeri and Matt Hansen

This product can only be viewed by members.