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Pre-Sale Financial Planning for Entrepreneurs

January 15 @ 7:30 am - 9:30 am EST

- $35.00

When business owners are selling their company, closing the deal is often all they think about. Owners may feel that taking steps in anticipation of a sale is like “putting the cart before the horse.” Not so! A truly efficient sale incorporates tax planning opportunities that can result in significant income, gift, and estate tax savings that may be lost once the deal is closed.

Effective pre-sale planning can have a significant positive impact on the outcome. When contemplating the sale of a business, owners should make sure that the transaction structure complements their family’s financial goals and objectives. This is the intersection of pre-sale planning and wealth management.

Arrival / Check-in / Networking -

7:30 am - 8:00 am

Pre-Sale Financial Planning for Entrepreneurs -

8:00 am - 9:00 am

Learning Objectives:

  • Importance of preparation and planning
  • What is wealth management?
  • Estate planning tools available to entrepreneurs
  • Understand timing for estate planning before a sale

Speakers

Tickets

Tickets are not available as this event has passed.

Details

Date:
January 15
Time:
7:30 am - 9:30 am
Cost:
$35.00
Event Category:

Cancellation Policy: Refunds available until 5 days out from the event.

Venue

Northern Virginia Chamber of Commerce
7900 Westpark Drive #A550
Tysons, VA 22102 United States

Organizer

Quantive
Phone:
(888) 827-1624
Email:
info@GoQuantive.com
Website:
www.GoQuantive.com