Skip navigation

Pre-transaction planning for maximizing business transition success

Now Available On Demand

Too often, business owners view transitioning out of their businesses as a one-time event rather than a long-term process. To help maximize their success, smart entrepreneurs engage in pre-transaction planning well before the business changes hands. A multi-faceted transition plan developed over time can help business owners meet both short- and long-term goals, such as maintaining current lifestyle; maximizing retirement income; continuing or starting a charitable endeavor; funding children’s education; and preserving or creating a desired family legacy. 

Attend this webinar to find out how pre-transaction planning can help business owners maximize their most valuable asset—the business—on three main fronts:

  • BUSINESS: Learn how to drive the most value out of your business by doing upfront work to convey an enterprise with transferable knowledge, sustainable earnings power, and appropriate systems in place
  • WEALTH: Discover how certain tax and estate planning strategies may benefit you and your family for generations to come
  • FAMILY LEGACY: Understand how having the right family conversations early and often is critical to creating a successful legacy post-sale

Sponsored by

This content is for informational purposes only and does not constitute legal or other professional advice. As such, this information should not be used as a substitute for consultation with professional, legal or other advisers. Neither M&T Securities, nor any of its affiliates, offers legal or tax advice and, accordingly, nothing presented herein should be deemed or construed to be legal or tax advice. This information is not intended as an offer or solicitation for the sale of any financial product or service or as a recommendation or determination by Wilmington Trust that any investment strategy is suitable for a specific investor. 

Wilmington Trust Emerald Advisory Services is a registered trademark and refers to this service provided by Wilmington Trust, N.A., a member of the M&T family.
There is a flat fee to enroll in Wilmington Trust Emerald Advisory Services for a specified enrollment period (“Enrollment Period”). The fee is customized based on the Enrollment Period, your needs and circumstances and the complexity of the anticipated analysis. Our services terminate at the end of the Enrollment Period.    
Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.  

©2020 M&T Bank Corporation and its subsidiaries. All Rights Reserved.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Alvina Lo
Chief Wealth Strategist
Wilmington Trust


Stuart A Smith III
National Director - Business Value Strategies
Wilmington Trust


Susan Lipp - Moderator
Editor in Chief
Trusts & Estates