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Reignite Your Ownership Transition Plans

Code: 13319-DL

List Price:  $0.00

List Price:  $299.00

Member Price:  $199.00

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Reignite Your Ownership Transition Plans
Speaker: David Cohen
Recorded: Wednesday, September 14, 2011
Length: 90 minutes

David Cohen, Matheson Financial Advisors explores ownership transition planning and what firms in the A/E industry are doing to navigate the present and prepare for the future in today's "rocky recovery" economy.

In responding to uncertainty, internal ownership transition plans have been delayed, dollar amounts adjusted, and plans overhauled. Increasingly, sellers are concerned about what they might-or might not-receive, and buyers are concerned about the overall investment.

Among topics covered:

  • Building an internal market for your shares
  • Mechanisms for transacting ownership
  • Tax strategies
  • Shareholder's Agreements
  • Pitfalls to avoid when transitioning stock internally
  • Overall impact of the economy on valuation and exit strategies

This important online seminar will help you create and communicate the compelling reasons you need to entice the next management tier to invest in ownership in your firm.

This product is available as a download document only. At the end of your order, click the download link on the Order Confirmation screen. You will download a PDF with a link to the recorded seminar followed by copies of the session slides.


Product Details:
Author(s): Cohen David S.

ISBN: --
Year Published: 2011

Number of Pages: 18
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