Business Transition as an Estate Planning Attorney’s Tool

06 Oct 2017
9:40 am - 10:40 am

Business Transition as an Estate Planning Attorney’s Tool

Learn how to attract and engage business owners and their advisors by helping The Business Owner decide whether to grow or transition their businesses. Using forms, checklists, sample letters, and standardized processes, Melisa and Joe will take you through the four-step process of: (1) Appraisals and Assessments; (2) Tactical and Strategic Planning; (3) Enhancement Initiatives; and (4) Deciding Whether to Grow or Transition a Business.