Succession Planning and Preparing to Sell a Business

Marc To Markets

The sale of a closely held business is often a defining moment for a family. A successful transition plan encompasses not only financial consideration, but the personal, family, legacy, and gift/income/and estate tax issues that surround a deal. To go more in-depth, I talk with two experts on the subject. First, I'm joined by attorney Thomas Collura. Tom is a Partner at Hodgson Russ. Tom’s practice is focused on representing privately held companies and their owners in a wide range of corporate, tax and commercial matter. Then, I'm joined by Andrew Jones, a Managing Director at Pipler Sandler. Andy's practice focuses on advising private equity firms, entrepreneurs and corporate clients on mergers & acquisitions transactions.

With any questions or comments, or to discuss your own financial situation, I can be reached at [e-mail] or 212-969-6655.

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