The Business Owner’s Monetization & Exit Blueprint: How to Structure, Sell, and Transfer Your Business for Maximum Wealth and Minimal Taxes

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