Sunday, October 5, 2014

Planning For The Exit – What’s Your Exit Strategy?


Texas firms Cox Smith, Padgett Stratemann, and Navidar Group hosted an interactive discussion on the current climate for buying and selling businesses, preparations for you and your business, tax strategies, and the legal process behind it all. This video clip highlights a few of the key points discussed on April 8th. The topics they speak about pertain to Florida Firms as well.
Featured Speakers:
Moderated by Will Liebmann, Corporate Department Leader
Jeff Gifford – Corporate Attorney, Cox Smith
Tyler Peace – Estate Planning and Trust Attorney, Cox Smith
Featured Topics:
  • Legal and Transaction Considerations of Transitioning your Business
  • Understanding the Value and Profitability
  • Assembling your Management Team
  • Confidentiality
  • Internal Due Diligence
  • Post Sale Considerations
  • Estate Planning and Gift Tax Matters
  • Family Succession Considerations
  • Default Business Succession Plans
  • Common Reasons why Businesses Fail in the Transition Process
  • Default Business Succession Plan Durable Power of Attorney
  • Guardianship
  • Gift Tax and Estate Tax
  • Sale to a Defective Grantor Trust





For additional information regarding Florida business sales, acquisitions and valuations, please contact Eric J. Gall at info@buysellflbiz.com or 239.738.6227. Also, visit our Florida Business Exchange website at www.fbxbrokers.com and my personal website at www.buysellflbiz.com.

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