Webinar

Conquering Your Exit: Wealth Preservation & Tax Considerations

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

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Adaptive Insights Professional Services
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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.

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