All Business is Personal | Episode 11 | Succession Planning

In this video, Partner Stephen Stafford covers the important topic of Succession Planning. Watch as Steve explains that whether you are dealing with a Buy-Sell Agreement, a transfer of ownership to family members or to key employees, a sale to a third party, or a transfer to an irrevocable trust in conjunction with sophisticated tax and estate planning, thoughtful Succession Planning will include a multi-step process and will integrate several important concepts.

Click below to learn more about this important topic and to view a sample 10-Step Checklist.

Click below to view other episodes in the series:

Episode 1 – Introduction: https://youtu.be/2I68fXD953g

Episode 2 – C Corporations: https://youtu.be/-YsbkeOzKfQ

Episode 3 – S Corporations: https://youtu.be/12-tki9P4P0

Episode 4 – Limited Liability Companies: https://youtu.be/1dW7PrY_V-Y

Episode 5 – Liability Protection: https://youtu.be/cH7N6Yi4emg

Episode 6 – Financial & Tax Planning: https://youtu.be/n2Y_VjUlDKA

Episode 7 – Employees and Human Capital: https://youtu.be/oEQCHtL3bnA

Episode 8 – Business Contracts and Licenses: https://youtu.be/XpT_wlwSO8A

Episode 9 – Intellectual Property, Trade Secrets, Website, Social Media: https://youtu.be/b97whlzdl3g

Episode 10 – Real Estate Planning and Office Leases: https://youtu.be/z81dWYndh64

Episode 12 – Pre-Sale Due Diligence and Tax Planning: https://www.youtube.com/watch?v=Y2-9dghKaxg

Episode 13 – Pre-Sale Due Diligence and Tax Planning Part Two: https://youtu.be/SKvWDdeve5Q

Episode 14 – Selling the Company: https://youtu.be/H-R8p10Cklg

Episode 15 – Estate Planning for the Owners: https://www.youtube.com/watch?v=s2N4T8FIWzw

To learn more visit www.brownandstreza.com

 

As a reminder, this video and all of the other videos in this series are for EDUCATIONAL AND INFORMATION PURPOSES ONLY, AND SHOULD NOT BE TAKEN AS LEGAL OR TAX ADVICE.