Business Succession Planning

Your Business Needs
a Corporate Contingency Plan

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One Module of the Seminar Series

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Nearly 4 million businesses are owned by
RETIRING baby boomers.

More than 8 out of 10 businesses have NO succession plan!

The goal of  Buy-Sell Planning is certainty

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Learn Buy/Sell Planing from one of the Nation’s Leading Experts!

How difficult would it be and how much would it cost to spend the day with one of the top buy/sell/business transition attorneys in the country? It would be nearly impossible and very expensive.

That’s not a problem though; you can now spend nearly 8-hours with Jim Duggan, JD, MBA as he goes step-by-step in these amazing videos explaining the best ways to structure a business, how to deal with buy/sell issues while growing the business, and the best solutions to use when it time to sell a business.

Too good to pass up!

For less than one billable hour of the average attorney (let alone one of the industry’s top attorneys), you can get access to this unique 7-part video series.

Try one module for FREE

For those need motivation, we are offing one module from the video series for FREE. CLICK HERE to sign up.

Introductory Offer

OUTLINE OF TOPICS COVERED

To view the full outline of topics covered in this video series, click here.

The vast majority of business owners don’t have comprehensive buy-sell plans and what’s even more amazing is that most don’t even have a simple buy-sell agreement. The reason may have something to do with the fact that most business owners and their advisors don’t understand the subject matter. That is no longer a valid excuse with the publication of this educational video series.

Entity Structuring

Choosing the right entity is critical for when it comes to business transition planning. This session focuses the legal and tax implications of available entities as they pertain to selling a business and how to convert from one entity form to another on a tax-efficient basis

 

Buy-Sell Structures

This session explores the basic differences between the Redemption and the Cross-Purchase approaches to buy-sell structuring, the tax implications of each, and uses of insurance in each structure

 

The Buy-Sell Agreement

The core of any buy-sell plan is the buy-sell Agreement. The video series spends significant time going over what makes a good agreement and the many nuances/clauses that should be considered when drafting one.

 

Limited Power of Attorney for Business Matters

Powers of Attorney for Property and Health Care are routinely used in estate planning, but the entrepreneur may need something more – a Limited Power of Attorney for Business Decisions.

 

Limited Power of Attorney for Business Matters

Powers of Attorney for Property and Health Care are routinely used in estate planning, but the entrepreneur may need something more – a Limited Power of Attorney for Business Decisions.

 

Learning Buy-Sell/Business Transition Planning

Sign up for your FREE access to Module Two:
Buy-Sell Structures — Cross-Purchase vs. Redemption

 

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Buy/Sell Video I

Introduction
Entity Selection
Exit Strategy
Double Charging Order Protection

And Much More

Buy/Sell Video III

Real Reasons For Buy/Sell Agreement
Triggers
Insurance
Bankruptcy & Divorce

And Much More

Buy/Sell Video V

Documenting Your Agreement
Applicable Documents
Options
Set Up

And Much More

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