Business Succession Planning – For the Family Business, For the Closely Held Business

This was the subject of a 4-hour seminar presentation I gave previously for Foundation for Continuing Education,  in Natick, Massachusetts.  Attendance at the seminar conferred 4 credit units for continuing education for accountants and financing professionals. My seminar focused on tax, corporate, contract & family issues in succession planning, including the following:

  • Preparing the company for succession and then implementing a succession plan,
  • Strategies to keep the business within the family or to carry out the successful sale of the business,
  • For sales, business and tax analysis of alternative structures such sales can take, as asset or stock sales, taxable or largely non-taxable dispositions.

 

For an outline of my presentation, see

LINK: https://robadelson.wordpress.com/2011/07/17/business-succession-planning-for-the-family-business-for-the-closely-held-business/

 

If questions arise or assistance is needed on succession planning in your family or closely held business or the sale, purchase or merger of a company, please let me know

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