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

This was the subject of a 4-hour seminar presentation I gave for Foundation for Continuing Education, on October 21, 2008, 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: http://www.engelschultz.com/index.php/business-succession-planning-for-family-businesss/

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.

See also:   My offer for a complimentary “Family Business Consultation” included as item 7 in this June 2011 Business Law Newsletter.   LINK: https://robadelson.wordpress.com/family-business-consultation-–-complimentary/

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