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Tax and Legal Considerations in Succession Planning
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On the other side of challenges lie great opportunities. Please join us for the third session* in our complimentary seminar series on Succession Planning for Business Owners, sponsored by Comerica Bank and REDW LLC. *There are no prerequisites to attend this third installment of the program; each session stands on its own, and summaries of the first two sessions will be provided.

6/4/2015
When: Thursday, June 4th
7:30 AM - 9:30 AM
Where: Royal Palms Resort
5200 E Camelback Rd
Phoenix, Arizona  85018
Contact: Valentina Gregaj
602.417.1150

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Thursday, June 4th | 7:30am - 9:30am

On the other side of challenges lie great opportunities. Please join us for the third session* in our complimentary seminar series on Succession Planning for Business Owners, sponsored by Comerica Bank and REDW LLC.

In Parts I and II of the series, we gave you a solid framework for helping to ensure a successful transition for your business. In Part III, Sandy Abalos of REDW and Brian Burt of Snell & Wilmer LLP will discuss the critical role legal and tax issues play in succession planning. Topics for discussion will include:

  • Structuring options and their impact on raising capital, limiting liability, and preserving wealth
  • The role valuations play in inter-family transfers
  • Calculating available cash after sale
  • The impact of key agreements – buy-sell, non-compete, etc.

Challenging times demand creative thought and realigned priorities. There has never been a more critical time to plan for the future of your business. Join us on June 4th and walk away empowered!

*There are no prerequisites to attend this third installment of the program; each session stands on its own, and summaries of the first two sessions will be provided.

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