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What’s Your Exit Strategy? Introduction to Business Succession Planning: Protecting the Value of Your Business
Feb 13 @ 12:00 pm - 1:30 pm
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What’s Your Exit Strategy? Introduction to Business Succession Planning: Protecting the Value of Your Business

Feb 13 @ 12:00 pm - 1:30 pm   |   Protorae Law PLLC

Lunch and Learn

*Complimentary Lunch & Parking*

Join Protorae Law’s Trusts and Estates partner David Knasel, along with financial services provider Ken Fahmy of Fahmy and Associates, as they discuss best practices for business owners to consider in order to facilitate an orderly transition of management and ownership of their business.

Discussion Topics Include:

  • Critical Questions for Business Owners
  • Financial Vulnerability Assessment for Business
  • Overview of Business Succession Planning / Exit Scenarios
  • Planning for Death or Disability of an Owner
  • Buy-Sell Agreements: What They Are and How They Work
  • Funding a Buy-Sell and Using Insurance
  • Pros & Cons of Insurance-Funded Buy-Sell Arrangements:
  • Cross-Purchase
  • Company Purchase (Redemption)
  • LLC for Buy-Sell (Separate Dedicated Entity)
  • Planning for Death or Disability of Key Employees

Space is limited. RSVP by Monday, February 11th.

Details

Date:
Feb 13
Time:
12:00 pm - 1:30 pm
Website

Organizer

Protorae Law
Phone:
703.749.8507
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Venue

Protorae Law PLLC
1921 Gallows Road, Suite 950
Tysons, VA 22182 United States
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