Exit Planning Resources >> Archived Webinars
| Webinar Archive |
Succession Planning Webinars - ArchiveUpcoming WebinarsMay 20th 2008 - Selling Your Business to Your Employees: The ABCs of ESOPs - Richard Tanner, Ownership Advisors view recording here
May 22nd 2008 - The ABCs of Succession Planning: A Practical Approach to Achieve a Workable Plan - Jim Aussem, Weston Hurd
view recording here
June 3rd 2008 - Tax-Advantaged Strategies for Transferring the Business - David Umbaugh, Ohio Exit Planning
view recording here
June 5th 2008 - Family Issues in Succession Planning - Randall Fairfax, Highland Consulting Associates
view recording here
November 3rd 2008 – Determining Who Can Run the Business – Richard Tanner, Ownership Advisors
view recording here
November 5th 2008 – Financing a Sale to an Employee Stock Ownership Plan - Robert Massengill, SES Advisors view recording here
November 7th 2008 – S-Corp, C-Corp, Partnership? Entity Selection in Succession Planning – James Aussem, Weston Hurd view recording here
November 17th 2008 – Management Succession – Michael Pappas, Barnes Wendling CPAs view recording here
November 19th 2008 – Legal Documents 1: Protecting the Company- Mary Giganti, Waldheger Coyne view recording here
November 21st 2008 – Ships Passing in the Night? Integrating Your Estate and Succession Plans – Neil Waxman, Capital Advisors view recording here
December 8th 2008 – Business Valuation: Maximizing and Minimizing Value – Davin Gustafson, Apple Growth Partners view recording here
December 10th 2008 – Legal Documents 2: Ownership Transition - Mary Giganti, Waldheger Coyne view recording here
May 11, 2009 - Using an Advisory Board to Help Manage and Exit Your Business - Dave Gaino, Apple Growth Partners
view recording here
Download slides from webinar here (pdf only) May 13, 2009 - Communicating Your Exit Plan to the Family - Randy Fairfax, Highland Consulting Associates view recording here
Download slides from webinar here (pdf only) Fri, May 15, 2009 - Selling Your Business To Your Employees: Employee-Owned Cooperative - Mark Stewart, Shumaker Loop & Kendrick view recording here
May 27, 2009 - Structuring a Sale of Your Business to an Employee Stock Ownership Plan (ESOP) - Carl Grassi, McDonald Hopkins
Fri, May 29, 2009 - Transferring Your Business Through Gifting and Trusts - Tom Gilbride, Gilbride & Company Mon, Jun 01, 2009 - The Uses of Insurance in Your Succession Plan - Jim Aussem, Cavitch Familo Durkin & Frutkin Wed, Jun 03, 2009 - Selling Your Business to an Outside Buyer - Andy Sathe, The Malibu Group Fri, Jun 05, 2009 - The ABCs of Transferring a Business to Family - Chuck Adler, Schneider, Smeltz, Ranney & LaFond
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