FVC2029. Valuation for Succession Planning

Over the next 10-15 years, during the maturing of the post WWII and "Baby Boomer" generations, it is estimated that over 500,000 private U.S. businesses will exchange hands each year. This will result in an increase for exit planning advisory services over this period. This seminar will present a discussion of alternative exit planning strategies for owners and the related valuation issues that must be considered, including: 

• Buy/Sell Agreements
• Estate and gift taxes
• Charitable contributions
• Sales to management
• Sales to a third party
• Mergers and acquisitions
• ESOPs

Learning Objectives:

• Assess alternative exit strategies for owners
• Evaluate valuation considerations for each alternative strategy