Consulting firm Accenture estimates that by 2060, $30 trillion will transfer from senior generations to younger ones: it will be the greatest transfer of wealth in American history. Behind this great wealth transfer are private, family-owned businesses. There are several considerations for business owners moving forward. Our panel of experts will explore important topics including:
- The decision to sell or retain the business within the family
- Considerations for passing the business to children, key employees, or selling to a strategic buyer
- Best practices for transitioning the business to the next generation
- Possible changes to estate and income tax legislation impacting business owners
- Strategies to reduce tax lability in a transition or sale
- Current trends in selling and refinancing a business
- Strategies to maximize the value of your business
Ryan Martinez
Kirk Michie
Whitney Pyle