Conquering Your Exit: Wealth Preservation & Tax Considerations

August 24, 2023 | 01:00 PM - 02:00 PM PT

Webinar Highlights
Is This Program For You?
Adaptive Insights Professional Services
of Interest
Career Benefits PTO
~60 Minutes
Time Allotment
This webinar is approximately 60 minutes of viewing time.

Webinar Content

Unpacking tax and wealth insights for business owners

Preparing For Your Future Starts Today

When preparing to sell a business, there are countless areas of consideration. You need to be aware of a few specific areas that can make all the difference between leaving you happy or disappointed post-exit.

A few areas we see many clients get tripped up on are timing and deal structure, estate and succession planning and minimizing the disruption of operations. When these things are planned effectively, you will avoid unnecessary tax burdens and get the most out of your exit.

Join us to equip yourself with the knowledge and tools necessary to make informed decisions about your business’s future. Whether you are considering a sale or acquisition soon or want to be prepared for potential opportunities down the line, you will not want to miss this.

In this webinar, we'll:

  • Discuss the tax implications associated with selling or getting acquired.
  • Explore the current tax environment and highlight important changes that may impact your future transactions.
  • Explore the vital role of estate planning in preserving and transferring your wealth to future generations.
  • Provide guidance on estate planning techniques specifically tailored for privately held business owners, enabling you to secure your financial legacy.


Rather Just Download the Full Presentation?
View the presentation here or click on the button below to download a pdf version.
Related News and Insights
Baldwin Risk Partners Propels $600M Growth With FP&A Software Customization
Case Study
A scalable Workday Adaptive Planning customization delivered reporting speed and clarity to drive M&A success.

March 26, 2024
Tech M&A: Achieving Successful Post-Merger Integration
Tech M&A Deals: The Playbook for Integration Success

March 14, 2024 | 10:00 AM - 11:00 AM PT
Tech M&A Deals: Achieving Buy-Side Success
Keys to using M&A in your organization’s growth strategy.

February 22, 2024 | 11:00 AM - 12:00 PM PT
Have a Question?

We're Here to Help Provide an Answer!

If you have any questions about this webinar or event, or would like to provide us with any feedback, we encourage you to use the form to contact us and we will get right back to you with a response.