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Workshop for Business Owners: Exit Planning – How to Convert Business Value into Family Wealth

You are cordially invited to join fellow business owners for a 90-minute workshop on March 12, 2013, from 4:00 pm to 6:00 pm at The Crown Plaza at 164 Fort Couch Road to explore strategies on how to monetize your business. Some of the topics we will brainstorm include:

  •  How to estimate the value of your business
  • What are the “value drivers” that can enhance the value of your business
  • The pros and cons of different exit paths, including selling to a third-party, selling to key employees, and forming an ESOP
  • The mechanics of an employee-based buy-out plan, including how your employees can acquire your business with minimal or no investment of their personal funds
  • Steps you can take today to prepare your company for a profitable exit plan
  • The pros and cons of sharing equity with your key employees or family members
  • How to retain and motivate your key employees with “golden handcuff” incentive plans
  • Strategies to transfer funds from the company to you personally on a tax-favored basis
  • How to reduce taxes when you sell
  • How to coordinate and leverage business pay-outs with personal assets to maximize your retirement income and net worth

About the Presenters

The workshop will be facilitated by David Tobin and Dr. Craig Jackson of the Business Succession Planning Group of Luttner Financial Group. Over the past three years, the team has crafted exit plans for more than 40 business owners. For more information, please visit www.thetobingroup.com.