Join estate planning associate Faith Liveoak, Foley & Lardner LLP, and financial advisor John Troncoso, CFP ® of The Troncoso Group, for a strategic overview of the legal, financial, and tax-smart moves every business owner needs to know.
During this session, they will discuss:
Proven ways to boost valuation and attract buyers
Estate planning must-haves for a smooth transition
Exit strategies compared: sale, succession, or ESOP
Optimal entity structure tips to enhance exit planning
Tax reduction techniques—including capital gains and estate tax planning
