Family Business Transfer
Exits Aren't Endings. You're Just Getting Started.
Release Date: 11/13/2023
Optimizing Benefits for Employees & The Sale of Your Business.. by Swift Kennedy & Associates
Exits Aren't Endings. You're Just Getting Started.
In this episode. Ed Barone discusses the benefits of employee benefits organizations, self-funding, and compliance in business operations, emphasizing cost savings, control over cash flow, and the importance of addressing pain points with Jerry Calistri from Swift Kennedy & Associates. They also highlight the challenges employers face when taking over a plan, the importance of maintaining organized financial and HR files, and the role of technology in simplifying the process. If you have questions regarding your business, we'd love to hear from you! Email with your questions....
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Using Your Business Valuation as a Tool to Increase Your Business Value & Exit Price
Exits Aren't Endings. You're Just Getting Started.
On this episode we talk with Andrew Mackson of Intelek. He joins Ed Barone in the conversation about how to help businesses improve the value of their business. If you have questions regarding your business, we'd love to hear from you! Email with your questions. www.EGExits.com
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DON’T PUT OFF UNTIL TOMORROW – SUGGESTED STEPS TO BE TAKEN IN ADVANCE OF THE SALE OF A CLOSELY HELD BUSINESS
Exits Aren't Endings. You're Just Getting Started.
On this episode Ed Barone has a conversation with Paul Rushton, Managing Director and Partner at Rosenn Jenkins & Greenwald in Mountain Top, Pennsylvania. Ed Barone and Paul Rushton discussed the importance of planning and preparation for the sale of a closely held business, emphasizing the need for a capable team, tax and legal advisors, and strategic planning. They also highlighted the benefits of having a proactive approach, being well-prepared for business deals and succession planning, and the shift in deal-making trends. Lastly, they stressed the significance of business...
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Well Settled Trusts in Unsettled Times
Exits Aren't Endings. You're Just Getting Started.
On this episode we talk about Well settled trusts and unsettled times. Today we are joined by David Warren, chairman, co-founder of Bridgeford Trust, Jd. Law, from Suffolk University. David practiced law for several years before joining the financial service industry. In 2012 David and his partner launched Bridgeford Trust Company. If you have questions regarding your business, we'd love to hear from you! Email with your questions. www.EGExits.com
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Family Business
Exits Aren't Endings. You're Just Getting Started.
On this episode Ed and Scott emphasized the importance of holistic planning for business owners, highlighting the need to avoid common pitfalls in generational transitions. They underscored the significance of open communication, understanding the human elements involved in business transitions, and managing to separate business and personal matters. They also discussed the importance of having a well-thought-out succession and estate plan for business owners, the challenges faced during transition, and the need for family alignment in business decision-making. If you have questions your...
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10 Tips From A Business Lawyer On How To Sell Your Business
Exits Aren't Endings. You're Just Getting Started.
Today's guest is Liz Hodgson. Liz is an Attorney with Duane Morris LLP in Philadelphia. We discuss all the ways on how to Sell Your Business and more! If you have questions regarding selling your business, we'd love to hear from you! Email with your questions. www.EGExits.com
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Year End Charitable Strategies and Tax Updates
Exits Aren't Endings. You're Just Getting Started.
Today's guest is Brad Kellett- Certified Public Accountant. Brad is a member of Larson, Kellett, & Associates in Montoursville, PA. On this episode we talk about Year end Charitable Planning Strategies and so much more! If you have questions regarding Year End Charitable Strategies and Tax Updates, we'd love to hear from you! Email with your questions. www.EGExits.com
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Increase the Value of Your Business by Effective Risk and Benefit Management
Exits Aren't Endings. You're Just Getting Started.
Our Guests today are Peter Lynch and Alex Smith Both Peter and Alex will be talking about proper risk management that will help you repair your business to be sold and in some cases may increase the value of your business. If you have questions regarding Increasing the Value of Your Business by Effective Risk and Benefit Management, we'd love to hear from you! Email with your questions. www.EGExits.com
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R&D Tax Credits
Exits Aren't Endings. You're Just Getting Started.
The R&D credit reduces federal taxable income, meaning that businesses receive a dollar-for-dollar tax credit and still get to deduct expenses related to research and development. Let's learn more from Brad Kellet! If you have questions regarding a management buyout of your business, we'd love to hear from you! Email with your questions. www.EGExits.com
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Management Buyout
Exits Aren't Endings. You're Just Getting Started.
Among the most challenging business transitions is the management buyout. Seller financing, leadership skills of the new ownership team, and legal implications can make this a high-risk business transfer, requiring careful planning. Vance Antonacci, head of Estate Planning with McNees Wallace & Nurick, LLC, is our guest for this topic. If you have questions regarding a management buyout of your business, we'd love to hear from you! Email with your questions. www.EGExits.com
info_outlineThe process of transferring a family business can be very hard from an emotional perspective. There's a lot invested in the business and there can be several challenges. What's the best way to work through this process? In this episode, Ed Barone, EGExit's Business Transition Advisor discusses options, challenges and offers best practices in working through the family business transfer with guest Vance Antonacci, head of Estate Planning with McNees Wallace & Nurick, LLC.
If you have questions about establishing an ESOP for your business, we'd love to hear from you! Email [email protected] with your questions.
www.EGExits.com