Weltman Bernfield Presents its Next Partner Insights Seminar-Business Succession and Exit Planning

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The presenters will discuss how to sell, buy, and valuate businesses to help those transitioning out of business ownership.

Weltman Bernfield LLC Cordially invites you to its next session of Partner Insights with WB on:

Business Succession and Exit Planning

The panel of experts include four attorneys who specialize in business succession, two CPAs, and two former business owners who counsel those transitioning out of their companies. They will discuss:

-How to determine if and when to sell, keep, or transfer a business, as well as to go about doing it. Hear firsthand from two former business owners who will share their experiences in selling their companies.

-What are the options as a business owner? One attorney will go over selling, buying, and recapitalizing businesses in today's market and how to work with banks and investors to ensure the smoothest operation possible of any business.

-What Employee Stock Ownership Plans are and how they can work to the advantage of a business owner through facilitating estate planning, selling stocks, and operating successfully on a tax-free basis.

-Why succession planning is necessary and how to keep a balance among advisors and other legal relationships during planning. Also, what legal due diligence is required to have a succesful transition?

-How succession planning can be a different process in a family or closely-held business. One CPA, who is also a Licensed Clinical Psychologist, will discuss how to mediate conflicts while planning in such companies.

-How to recognize the value of a business. Weltman Bernfield's expert on valuation will discuss both quantitative and qualitative aspects of assessment to provide a better idea of what truly drives business value.

Please register at:

or click below to view the full invitation:


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Christine Golz
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