[WEBINAR] So, You Have Your Estate Plan—Now What? from Ameritas
Thursday 03/27/2025 at 12:00 pm - 1:00 pm CDT
You’ve completed your estate plan; does your business succession plan fit?
An estate plan is just one piece of the puzzle—does your business succession strategy align with it? The valuation of your business plays a critical role in determining the success of your exit strategy and its financial impact on your estate. Whether you plan to sell to family members, private equity firms, a management team, strategic buyers, or employees, or even face the challenge of having no buyer, understanding your company’s worth is essential. This webinar will explore how valuation influences liquidity events, tax implications, and legacy planning, ensuring that your business transition supports your long-term goals.
You’ve completed your estate plan; does your business succession plan fit?
An estate plan is just one piece of the puzzle—does your business succession strategy align with it? The valuation of your business plays a critical role in determining the success of your exit strategy and its financial impact on your estate. Whether you plan to sell to family members, private equity firms, a management team, strategic buyers, or employees, or even face the challenge of having no buyer, understanding your company’s worth is essential. This webinar will explore how valuation influences liquidity events, tax implications, and legacy planning, ensuring that your business transition supports your long-term goals.
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