Upcoming Presentation: Business Succession and Asset Protection

As a business owner or investor, it is important to ask yourself “What am I going to do with my business? Do I have an exit plan?” Business succession planning is a customized process where an owner or investor can maximize their return and minimize the tax liability when the business is transferred or sold. In addition, it is important to ensure your business is protected while you are operating. Join Freddy and Robert Garmo of Garmo & Garmo, LLP, as well as members of Exeter 1031 Exchange Services as they will discuss and answer the questions below:

Business Succession

  • What am I going to do with my business?
  • Do I have a plan?
  • Entity Structure
  • Buy-sell Agreements
  • Am I set up for a sale?
  • Do I have a strategy to transition my business to my kids?
  • Do I understand 1031 exchange rules and requirements?

Asset Protection

  • What is asset protection?
  • How can you protect what you own?
  • Is insurance enough?
  • Entity formation/selection
  • Layers of protection

Estate Planning

  • What is a trust?
  • What is probate?
  • Common planning techniques
  • Common mistakes

Save the Date!

Interested in attending this free presentation? Please contact our office at 619-441-2500 to speak with a team member.