Succession Planning for Business Owners
July 24, 2024
Speaking Engagements
Vance Antonacci, chair of McNees’ Estate Planning Group, shared key information about succession options and transactions with a Vistage group, including:
- What to know when considering succession, either through an external entity (private equity, strategic buyer or capital investment) or an internal entity (family or employee)
- The value and use of trusts, especially as they relate to tax planning and creditor protection
- Tax mitigation strategies