January ZOOM Meeting

Date: Thursday, January 21, 2021
Time: 12:00pm - 1:00pm
Location: ZOOM
Speaker: Alvina Lo, Chief Wealth Strategist & Stuart Smith III, National Director, Business Value Strategies, Wilmington Trust and M & T Emerald Advisory Services TM with Philanthropic Organization Sponsor - The Garwood Foundation

TOPIC: Pre-transaction planning for maximizing business transition success

PRESENTERS:  Wilmington Trust and M&T Emerald Advisory ServicesTM- Alvina Lo, Chief Wealth Strategist & Stuart Smith III, National Director, Business Value Strategies

Too often, business owners view transitioning out of their businesses as a one-time event rather than a long-term process. To help maximize their success, smart entrepreneurs engage in pre-transaction planning well before the business changes hands. A multi-faceted transition plan developed over time can help business owners meet both short- and long-term goals, such as maintaining current lifestyle; maximizing retirement income; continuing or starting a charitable endeavor; funding children’s education; and preserving or creating a desired family legacy.

Attend this webinar to find out how pre-transaction planning can help business owners maximize their most valuable asset—the business—on three main fronts:

  • BUSINESS: Learn how to drive the most value out of your business by doing upfront work to convey an enterprise with transferable knowledge, sustainable earnings power, and appropriate systems in place
  • WEALTH: Discover how certain tax and estate planning strategies may benefit you and your family for generations to come
  • FAMILY LEGACY: Understand how having the right family conversations early and often is critical to creating a successful legacy post-sale

See Upcoming Event Calendar