Finance Matters, Exit Planning: Structuring Transfers to Inside Parties
Finance Matters
Exit Planning: Structuring Transfers to Inside Parties
Thinking of transferring your business to a family member or key employees? Advanced planning will be critical. In this session we'll talk about structuring an inside transfer to family members, key employees or an ESOP. We'll go over the different strategies to facilitate the transition of ownership, such as gifting, stock bonus awards and stock purchase agreements. We'll also address common problems associated with transferring ownership to business active children when the owner has non business active children.
Led by David Jean, CPA, CCIFP, CExP, Principal, of Albin, Randall & Bennett.
David specializes primarily in financial accounting and consulting for closely-held businesses, including construction, manufacturing and real estate development companies. He provides tax, accounting and management advisory services. He is a Certified Exit Planner (CExP) and serves as the Managing Partner of Altus Exit Strategies, LLC.
Please note: If you wish to cancel your registration for this event, please be advised that The Chamber requires notification of cancellation at least 2 business days (no less than 48 hours before the start time) in advance of the event. Otherwise, no refunds will be issued.
Date and Time
Wednesday May 11, 2016
8:30 AM - 10:30 AM EDT
May 11, 2016
8:30 - 10:30AM
Location
Lewiston Auburn Metropolitan Chamber of Commerce
415 Lisbon Street
Lewiston, Maine
Fees/Admission
Member price: $25
Non-member price: $50