Exit Strategy & Succession Planning Panel

About

In this session, the panel of experts will explore key succession planning strategies for business owners, including ESOPs, captive insurance, family and management transitions, and third-party sales. A panel of CPAs, wealth advisors, and other specialists will discuss how tax planning, business valuation, risk management, and wealth preservation can work together to help owners prepare for a successful transition and maximize the value of their business. 1. Identify and compare key succession planning strategies available to business owners, including ESOPs, captive insurance, family and management transitions, and third-party sales. 2. Explain how business valuation, tax planning, and risk management strategies interact to influence the timing and structure of a successful ownership transition. 3. Apply wealth preservation and transition planning concepts to help business owner clients maximize enterprise value and prepare for a successful exit.