From Ownership to Outcome: Succession Planning for Closely Held Businesses
August 26 @ 11:00 am - 12:00 pm CDT
Wednesday, August 26 | 11:00 AM – 12:00 PM CDT | 1.0 CPE, 1.0 CLE
Succession planning is more than identifying the next leader—it requires a coordinated strategy that addresses business structure, valuation, liquidity, tax, governance and long-term legacy goals. Join us to explore how integrated business, tax, estate, and wealth planning can support successful ownership transitions and help preserve value for future generations.
Key topics include:
- Common succession planning structures and strategies
- Business valuation considerations and optimal timing factors
- Income, estate and transfer tax implications of ownership transitions
- The critical roles advisors play throughout the succession planning process
- Practical approaches for creating durable, tax-efficient transition plans aligned with long-term family and business objectives
Whether you’re a business owner or an advisor serving closely held businesses, this session will provide actionable insights to help navigate complex succession decisions with greater confidence and clarity.