Estate Planning and Trust Committee Meeting

Topic:  Business Succession Planning: Business Valuation, Sales and Gifts of Business Interests, and Choice of Entity

 

Outline: 

  1. Buy-Sell Agreements and Key Valuation Issues

  2. Pre-Death Trigger Events

  3. Death

  4. Discounts, Insurance, Personal Goodwill

  5. Suggestions and Examples of valuation provisions

 

Speaker:  Courtney Sparks White is the Director of Business Valuation and Forensic Accounting at Clarus Partners, LLC
3/4/2014 12:00 PM - 3/4/2014 1:00 PM
Columbus Bar Association
175 S. Third Street, 11th Floor

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