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Description:
Business owners facing a capital transaction have many choices to make, but one of the most important ones concerns managing the proceeds of that transaction. This webinar will discuss the steps the business owner should take to assess and develop his/her preferences and goals. In addition, the transformation from current situation to future goals will be discussed.
| We'll discuss: |
- Developing a financial independence projection to determine the feasibility of a business sale.
- Developing a “bulletproof” number to use in sale negotiations.
- Determining how much risk should be taken in the public markets to achieve financial security.
- Analyzing the income and estate tax implications for you and your family and your investment strategy due to a liquidity event.
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Presenter(s):
John Lesser, CPA, CFA, CFP, Partner, Plante Moran Financial Advisors
John Lesser is the president of Plante Moran Financial Advisors (PMFA). He provides comprehensive investment consulting, estate planning, and income tax planning services to wealthy families and institutions. His specialties include sophisticated wealth transfer techniques, advanced portfolio construction concepts, and manager searches and due diligence. He has been named among the nation’s Top 100 Independent Financial Advisors by Barron’s each year since 2007.
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