In this video, hosted by Partner Stephen Stafford, we’re going to look at Pre-Sale Planning opportunities in a two-part episode: first, in this video Steve will cover some proactive, Pre-Sale Due Diligence opportunities that can help solidify the value and the sale price, and in the next video, we will cover some Pre-Sale Tax Planning Opportunities that can help the Business Owner and their family – or favorite charity – hold on to more of the net sales proceeds! Click below to watch part one of the video and stay tuned for part two! As a reminder, you can catch up on past episodes on our website or YouTube channel.
Click below to view other episodes in the series:
Episode 1: https://youtu.be/2I68fXD953g
Episode 2: https://youtu.be/-YsbkeOzKfQ
Episode 3:https://youtu.be/12-tki9P4P0
Episode 4: https://youtu.be/1dW7PrY_V-Y
Episode 5: https://youtu.be/cH7N6Yi4emg
Episode 6: https://youtu.be/n2Y_VjUlDKA
Episode 7: https://youtu.be/oEQCHtL3bnA
Episode 8: https://youtu.be/XpT_wlwSO8A
Episode 9: https://youtu.be/b97whlzdl3g
Episode 10:https://youtu.be/z81dWYndh64
Episode 11: https://youtu.be/TjRr1PRV6vk?si=OFEVHYH__auAwpjW
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.