Ownership Transfers of Closely Held Businesses
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PANEL:
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Louis Vlahos, Tax Partner, Farrell Fritz, P.C.
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Doug Himmel, President, Melville Capital
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Zach Kimball, Managing Director, Development Advisors Inc.
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Mike Evans, Managing Director, Newport Board Group
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Neil Morganbesser, President, DelMorgan & Co.
MODERATOR:
MAJOR TOPICS:
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Right time to sell and why
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Planning for the exit – personal and corporate
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Tax ramifications
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Types of ownership transfers
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Assembling the deal team early
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Sale process overview
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Types of buyers
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Maximizing incentives
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Making sure no hidden assets are overlooked
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Common mistakes