Succession planning is more than identifying the next leader – it requires a coordinated strategy that addresses business structure, valuation, liquidity, tax, governance and long-term legacy goals. Join us to explore how integrated business, tax, estate, and wealth planning can support successful ownership transitions and help preserve value for future generations.
Key topics include:
- Common succession planning structures and strategies
- Business valuation considerations and optimal timing factors
- Income, estate and transfer tax implications of ownership transitions
- The critical roles advisors play throughout the succession planning process
- Practical approaches for creating durable, tax-efficient transition plans aligned with long-term family and business objectives
Whether you're a business owner or an advisor serving closely held businesses, this session will provide actionable insights to help navigate complex succession decisions with greater confidence and clarity.
