As a client’s trusted advisor, your client’s consideration of selling their business presents you with an opportunity to guide your client through a significant wealth creation opportunity. In this session, Greg and Channing will cover a number of core concepts that you can use to advise your clients at this critical juncture in their personal and business life. Specifically, they will discuss methods to maximize sale price, assess the sale for fit with your client’s objectives, and methods to maximize after-tax cash.

(Purchase of this product will include a Video recording and a PDF copy of the presentation.)

Presented by Greg Banner, CLU®, CFP®, CRTP and Channing Hamlet, Managing Director