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Pre-Sale Planning and Wealth Management

September 28, 2018 @ 7:30 am - 9:30 am EDT

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.

We will be discussing:

  • Importance of preparation and planning
  • What is wealth management
  • Building the deal team
  • Understanding the options
  • Importance of financial modeling
  • Generating competitive tension


September 28, 2018
7:30 am - 9:30 am
Event Category:

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


The Ritz-Carlton, Tyson’s Corner
1700 Tysons Boulevard
McLean, VA 22102 United States
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