Succession, business continuity, and wealth transfer are an important part of a holistic approach to value creation, liquidity, and legacy planning. Many business owners delay or avoid developing their succession and exit strategies given the complications.

Join Mitch Vandiver, President of Strategies, Inc., and Jennifer Pratt, Esq., Vice President of Planning for a Family Office, as they discuss a proactive, integrated approach that ensures business continuity, liquidity and control needs of current generation business owners and mitigation of estate taxes diluting the wealth of the family.

This webinar will include:

• To Gift or Sell Company Stock to the Next Generation?
• Pros & Cons of Various Techniques
  • Points to consider:
    • Values
    • Interest Rates
    • Deficits & Taxes
    • Access
    • Control
    • Exemption
    • Asset protection
  • Avoid the Typical Traps of the Tail Wagging the Dog, such as:
    • Equality
    • Fairness
    • Estate taxes

The webinar is designed for owners (current and next generation) within the family business. Jed Brewer, President of Study Groups, will moderate the call.  The complimentary webinar is co-sponsored by Study Groups and The Below the Line Club and will last approximately one hour.  We invite you and/or members of your team to participate.