EPI Conejo Valley Chapter Event | November 15, 2023 Summit Shop 2022 5 CPE Hours

5 CPE Hours

knowing their finances)

This will be a panel Q&A and discussion

Strategies and opportunities for effective tax planning and estate transfer will be presented with 1-2 solutions per topic proposed for breakout groups to discuss

What happens to employees

EPI Conejo Valley Chapter Event | November 15, 2023 Summit Shop 2022 5 CPE HoursBusiness owners are unique in they face a number of issues non business owners dont. Businesses have to plan for the loss of key employees and or a business partner s. Well before a planned sale owners should have a plan to keep the employees onboard, post sale, in order to maximize the sale price. Additionally, there is the estate plan for the owners, post sale. Pre sale we have a potential liquidity problem and post sale can look very different.