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Webinar
Before You Sell: How Early Wealth Transition & Estate Tax Planning Determines Your Net Outcome
Manufacturing-Data

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Event Overview

If you’re considering an exit from your business, your wealth plan and estate strategy need to move to the front of the line — well before LOIs and deal terms. This executive-level session will demonstrate how early planning protects after-tax proceeds, preserves family legacy, and avoids preventable surprises at closing. Learn practical steps to align ownership structure, cashflow goals, and tax strategy so you can negotiate with confidence and keep more of what you’ve built.
Date and Time
Wednesday, March 18
2 - 3 p.m. CT
Location
Online (Webinar)
Cost
Free
Contact
webinars@eidebailly.com
Learning Objectives
  • Overview how to build a well-planned wealth transition roadmap, aligning entity structure, ownership, and liquidity needs before you market your business. 
  • Identify the key pre-sale strategies to maximize wealth transition and avoid costly timing mistakes at closing.
  • Explore the intricacies of buy-sell agreements, trusts, beneficiary designations, and titling to ensure continuity and control post-transaction.
  • Outline decision checkpoints across tax, legal, M&A, and wealth pre- and post-sale.

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