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Planning for the Sale of a Closely Held Business

Tuesday, May 07, 2019 | 02:00 PM Eastern Daylight Time

David T. Leibell
Senior Wealth Strategist
UBS Financial Services, Inc.


Carrie J. Larson
Wealth Strategist, Advanced Planning Group
UBS Financial Services, Inc.


Brian Schimpf
Wealth Planning Strategist
UBS Financial Services, Inc.


Susan Lipp - Moderator
Editor in Chief
Trusts & Estates


Among business owners who plan to exit their businesses in the next five years, more than half intend to sell. This webinar will explore what clients need to consider, including: the timing of the sale; family dynamics; the make-up of the team assisting in the sale; how to evaluate potential buyers tax planning; and gift techniques.

This event is open to Trusts & Estates subscribers ONLY. To attend, subscribe at the special rate of $99 when you register. 

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