How to Create a Profitable Transition of a Business

Feb 16, 2022 | Business, Webinars

[vc_row][vc_column][vc_video link=”https://vimeo.com/678267274/7a2eee27bd”][vc_column_text]This was a virtual panel-driven session is designed to help any business owner who is thinking about exiting or transitioning a business. Whether you are the owner or an advisor to clients looking at an exit strategy, this session will help you understand today’s M&A marketplace. What drivers increase or decrease value? How does private equity play a role in M&A? What do you need to do before taking your company to an investment banker or broker? What is a common timeline to get the deal done?

Understanding the value of a company and creating a tax strategy are core elements to optimizing the net proceeds and/or transfer family wealth. Our panel includes specialists in tax, valuation, M&A, and industry benchmarking data. The event is for leaders considering next steps or it can be used as a resource for younger professionals to learn more about the topic.[/vc_column_text][/vc_column][/vc_row]

Payable-on-Death Accounts: Beneficial Tools if Used Correctly.

Payable-on-Death Accounts: Beneficial Tools if Used Correctly.

Payable-on-death (POD) accounts can be a quick, simple, and inexpensive way to transfer assets outside of probate. They can be used for bank or credit union accounts, certificates of deposit, and even brokerage accounts. Setting up such an account is as easy as...

Tax records: What can you toss and what should you keep?

Tax records: What can you toss and what should you keep?

Generally, the IRS has three years to audit a tax return, from the later of the due date of the return or the date you file. You can also file an amended return within this time frame if you overlooked something. Here’s what you need to know about keeping financial...