Description

One of the most common questions asked is how to structure the deal when the owner wants to transition the business to a key employee or family member, but that person does not have the funds to make it happen, and the owner needs the sales proceeds for his/her next stage of life.  Steve and Joe will walk through the various funding and gifting options as well as how to help the owner gain clarity around if, when, how, how much, and to whom.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by: Joe Strazzeri and Shelley Lightfoot