Exit Planning Strategies for Small Business Owners

Hosted in partnership with Lifetime Financial Growth of KY

The purpose of this one-hour seminar is to educate on several ways closely held business owners can either sell their interest to a co-owner or transfer the business to a family member during life or at death. It is important for attorneys to understand various planning techniques, and tax and funding implications as the business may be the most valuable asset for themselves or for their clients. Case studies will be used to illustrate concepts.

Speaker: Mark Brumbaugh, JD, Guardian