A pre-recorded streaming VIDEO replay of one session from the June 2021 webcast seminar, 72nd Annual Virginia Conference on Federal Taxation.
Over the next 10-15 years, during the maturing of the post WWII and “Baby Boomer” generations, it is estimated that over 500,000 private U.S. businesses will exchange hands each year. This will result in an increase for exit planning advisory services over this period. This session discusses the impact of current economic, industry, political, and market conditions on the value of closely held businesses. We also discuss alternative exit planning strategies for owners and the related valuation issues that should be considered, including: buy/sell agreements, estate and gift taxes, charitable contributions, sales to management, sales to a third party, mergers and acquisitions, and ESOPs.