This event is for accountants, corporate lawyers, insurance specialists, and financial planners to expand their understanding of what is important to the mid-cap business owners who are thinking of selling their family businesses.The message is PREPARATION – for the emotional turmoil ahead, pro-actively assembling the correct and accurate detailed data for street-smart well-informed potential buyers, and identifying/retaining the best suited professional “exit” advisors.

What topics will be covered?

Estate planning, Business Succession Planning & the Sale of a Family Business

What will participants learn?

  • How does the lawyer or accountant handle a client, knowing that a corporate sale may be pending?
  • How to retain the client's interest and snag the lucrative transaction.
  • How to recognize the huge emotional issues ( and how emotions trump transaction detail in the beginning).
  • The importance of "staying close" to the client by learning about important issues as the process evolves.
  • How to define who the quarterback is and how other professionals are used
  • Registration Deadline: June 14, 2019

    Withdrawal Deadline: June 4, 2019