Estate Planning

Transfer of Business Ownership

Title: Transfer of Business Ownership Location: Long Island City Conference Center 41-21 27th Street, Long Island City, NY 11101 Link out: Click here Description: This informative panel discussion will focus on Ownership Transfer and the implications for you, your business, your family and employees. Selling or transferring a business requires long-term planning to ensure you [&hellip

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EXIT STRATEGIES FOR THE FAMILY BUSINESS

admin June 2, 2016 Contingency Planning, Estate Planning, Events, Exit Planning, Family Business, Family Business Dynamics, Succession Planning, Transition Planning

Title: EXIT STRATEGIES FOR THE FAMILY BUSINESS Location: The Chrysler Building 405 Lexington Avenue • 22nd Floor New York, NY 10174 Link out: Click here Description: Topics include: Growing the Business to Maximize Valuation Advance Planning for an Exit Strategy Different Exit Strategies for the Family Business Estate Planning for an Exit Strategy Featuring presentations [&hellip

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Creating Clarity in Legacy Planning for the Family Business

admin March 30, 2015 Estate Planning, Family Business, Family Business Dynamics, Transition Planning

Preserving wealth and/or a family business and eventually passing it on to future generations is an important consideration for most affluent family business owners. Making gifts to a favorite charity may be another. Whatever your financial objectives are, incorporating them into a written document called a Legacy Plan helps ensure that they’ll be carried out [&hellip

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Planning for Successful Transitions and Growth: A Symposium for Closely-Held Manufacturers

admin April 16, 2013 Contingency Planning, Estate Planning, Events, Exit Planning, Family Business, Family Business Dynamics, Succession Planning, Transition Planning

Title: Planning for Successful Transitions and Growth Location: Blank & Rome LLP The Chrysler Building 405 Lexington Avenue New York, NY Link out: http://www.itac.org/Events/TransitionGrowth/index.html Description: A Symposium for Closely-Held Manufacturers Topics and Workshops: >Maximize the value of your business. >Select and develop the people you need to lead your business >Manage change so conflict is [&hellip

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Practical Succession Planning: Transition Planning that Works

admin August 7, 2012 Contingency Planning, Estate Planning, Events, Exit Planning, Family Business, Family Business Dynamics, Succession Planning, Transition Planning

Title: Practical Succession Planning: Transition Planning that Works Location: 103 Waverly Place New York, NY Description: Edward Rosenfeld presents video case study and workshop on family business succession and exit planning. Start Time: 10 am Date: 2012-08-07 End Time: 12:30 PM Vistage08_07_

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Business Dynasties Need to Plan for the Delicate Task of Succession

admin March 29, 2011 Estate Planning, Family Business Dynamics, Succession Planning

This article appeared today in the New York Times. While Asia may be behind the US in Succession Planning, I find Canada has public support for the family business and a more effective inheritance planning scheme. My recent work in Ghana bears out much of the gist of this article. Plan early and plan constantly [&hellip

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5 Steps to Exit Your Business

admin January 25, 2011 Contingency Planning, Estate Planning, Exit Planning, Succession Planning, Transition Planning

At some point in our business lives entrepreneurs have to think about leaving the business they have built over the years. The driving force may be a desire to cash out because the market it right, you want to retire or a successor is ready to take over. The key to a successful exit is [&hellip

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Entrepreneur Profile: Edward Rosenfeld

admin November 30, 2010 Contingency Planning, Estate Planning, Exit Planning, Family Business, Family Business Dynamics, Succession Planning, Transition Planning

Entrepreneur Profile: IFR Furniture Rentals by Dan Lee on November 30, 2010 Thanks to Dan of Axial Markets for posting this profile on his blog. It goes to the heart of my concern for the successful transition planning for the family business. https://www.axialmarket.com/blog/2010/11/entrepreneur-profile-ifr-furniture-rentals

Estate Planning Archive