Have you ever wondered if there are ways to KEEP the entire value of your business, without paying capital gains taxes? Have you thought about how to keep your business in the family in the most efficient way, and having a better method of keeping key employees? Maybe you wanted to plan ahead for separating from partners or SELLING your business?
You are cordially invited to attend a FREE two-part seminar entitled, “Exit in Style By Creating Tax Efficient Wealth For You From Your Business” on Thursday, September 26th at 9:00am in Brea. The presentation will be delivered in two parts by a business consultant/ tax strategist (Kelly R. Smith), and a certified exit planner/ CVA/ CPA (Amit Chandel), and will end by 10:30am. There is also an opportunity to network with professional advisors in the beginning portion, where bagels and coffee will be served. RSVPs required.
The presentation covers both exit planning and the necessary value drivers to consider when planning for an exit maybe 5-10 years down the line, as well as an offset strategy utilizing ESOPs to help profitable businesses save on an incredible amount of taxes, while preserving control for the owners and increasing employee loyalty.
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Source: Fullerton Chamber of Commerce