XPX Philadelphia: Pre-Sale Planning: The Window of Opportunity

During the sale process, business owners often get locked in on the track of preparing their business for sale at the best possible price and terms. What many owners too often neglect is the parallel track of preparing themselves and their family for the liquidity event, leaving on the table once in a lifetime opportunities for effective tax-efficient wealth transfer, and family and philanthropic legacy creation, that can impact many generations to come. Whatever price is obtained for the business can be optimized if pre-sale planning opportunities are timely and effectively attended to with a team of advisors that complement the team of advisors working on the sale.

Our Speakers:

Martyn Babitz, BNY Mellon
Bryan McGrath, BNY Mellon