Webinar Recording Background

SRG Off Script

— RIA Tax Considerations with Succession and Selling 

As an advisor, you know that selling/buying a business is a major step for any founder/owner. Between the valuation, timeline, cash flow analysis, deal structure, and contracts, it's enough to make your head spin. But, one of the most overlooked parts of M&A and succession planning is the tax strategy and how to leverage it to your advantage.

Date: Thursday, April 13th, 2023
Time: 11 a.m. PST / 1 p.m. CST

In this SRG Off Script, we will answer your questions on the various tax considerations when selling a business or sharing equity. If you've ever wondered how to maximize the tax result in a sale/merger, how to get long-term capital gains, the nuances of family succession planning and taxes, or even just the right entity structure to minimize taxes, this is the session for you. Submit your question(s) at registration or live during the webinar!

SRG Off Script is a monthly webinar series hosted by President David Grau Jr. David along with other industry experts provide insight and address questions related to all stages of managing a financial practice.

Have a request for future SRG Off Script session topics? Let us know at registration or email marketing@successionresourcegroup.com

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David Grau Jr., MBA