XPX DC Metro: Estate Planning for a Management Buy- out Transaction

When business owners sell to their management teams, the intersection of personal wealth, business succession, and tax planning creates unique challenges—and opportunities. Please join us as we continue our Case Study of John and Mary, who have decided to sell their business, Simply Complex, to the Management Team. This month, Micah Bonaviri, a very skilled Estate Planner at Stein Sperling, will lead a conversation with John and Mary as they consider both financial planning strategies, tax optimization and family dynamics, as the move closer to the actual sale.

We look forward to seeing you!

Our Speaker:

Micah Bonaviri
Principal
Stein Sperling

Micah brings a breadth of knowledge and experience to his estate and tax planning practice, representing a wide array of individuals and families. He works with clients from every generation, including growing families, established professionals and retirees. Micah develops comprehensive estate plans of all types, whether simple plans for those with modest means to more complex plans for high net-worth individuals interested in minimizing estate taxes and wealth preservation. Micah frequently counsels clients on asset protection, business succession planning, guardianships, charitable gift planning techniques, the impact of incapacity and issues involving trust and estate administration. He holds a JD from Suffolk University Law School and has been ranked as “Superlawyer” in the DMV multiple times.

Agenda:

7:30 -8:15 Networking
8:15- 9:30 Program/Admin

Registration Fees:

XPX DC Members in good standing – $35.00 so join Today!
XPX DC Members Same Day/Walk-in Fee - $45.00

Other XPX Chapter Members – $50.00
Other XPX Chapter Members Same Day/Walk-in Fee - $60.00

Non-Members – $60.00
Non-Members Same Day/Walk-in Fee – $70.00

Full breakfast is included.

BRING A FIRST-TIME GUEST TO XPX!

XPX DC members are encouraged to bring a first-time guest (FREE) for this event. Members (not guest), can contact angie@exitplanningexchange.com to register your guest. 

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.