Closely Held Business Transfer and Exit Strategies (1/28/25)

Join us for an informative session on Closely Held Business Transfer and Exit Strategies. This presentation will cover key considerations for valuing a business, planning buy-sell agreements, and exploring transfer techniques for family-owned or closely held businesses. Whether you're preparing for retirement, planning for the next generation, or considering a sale, this session will help you navigate the complexities and avoid costly mistakes. 

What You’ll Learn:
- Why Business Valuation Matters: Understand how improper valuations can lead to financial losses, tax liabilities, and challenges in retirement or estate planning.
- Real-Life Solutions: Analyze a case study to uncover practical strategies for handling ownership changes and unexpected events.
- Exit and Transfer Strategies: Explore solutions for buy-sell agreements, family business transfers, and other exit scenarios.
- Estate and Gift Tax Planning: Learn advanced techniques to reduce tax liabilities and protect wealth during business transitions.

Speaker: 
Mark Brumbaugh, JD, Business Resource Center, Hunken Ewing Financial Group

To confirm you are ready to participate in an on demand webcast, please take the browser test here: http://eventcenter.commpartner...

Live CBA Committee meetings and seminars will take place via Zoom webinar.  You will click on "view video" and be directly connected to the meeting/seminar on Zoom.  (You will not receive a Zoom link.)

You MUST have Zoom Desktop Client on your Mac or PC to view a live program. If using a mobile device, you must have the Zoom App (available in the App Store or Google Play).

System requirements for Mac & PC can be found here. System requirements for mobile devices can be here.  

Please note that audience members do not need video or audio access.  Audience members are able to submit questions via the chat or Q & A features of Zoom. 

Chat: Open in-meeting chat, allowing you to send chat messages to and send a message to the host, panelists, and attendees (if permitted). Question & Answer: Open the Q&A window, allowing you to ask questions to the host and panelists. They can either reply back to you via text in the Q&A window or answer your question live.