A Lawyer’s Guide to Business Succession: Exit Strategies and Agreements
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About
This Course
Business succession is one of the most important aspects of any business, and is often the least understood, most overlooked, and among the most difficult issues to discuss with business owners. Attorneys attending this program will learn about the fundamentals of business succession planning, buy-sell planning, addressing grants to key employees, and equity grants. The course will explore fundamental tax and corporate law issues that professional advisors must understand when counseling businesses about succession planning, granting ownership to family members, and key employee incentive plans.
Attorneys of all levels are encouraged to attend this course to explore business succession planning. Attorneys who represent businesses and are involved with any aspect of potential business succession planning would especially benefit from the topics covered in this program.
Learning Objectives:
- Explain why proper business succession planning is crucial
- Recognize the issues associated with Buy-Sell structuring and then how to properly construct a Buy-Sell Agreement
- Understand the tax and corporate implications of issuing equity grants
- Describe how exit strategies differ depending on who takes over the business
Production Date: 1/18/2024
About the Presenters
Jeffrey W. Berkman, Esq.
The Berkman Law Firm, PLLC
Practice Area: Business and Corporation
Jeffrey W. Berkman is the founding Partner of The Berkman Law Firm. He has practiced law for over twenty years, focusing on venture capital, corporate and commercial law, and numerous transactions in the U.S., Asia, and Europe.
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Matthew Foreman, Esq., L.L.M.
Falcon Rappaport & Berkman, LLP
Practice Area: Taxation (+ 3 other areas)
Matthew E. Foreman advises businesses on the tax effects of a variety of corporate transactions, including taxable and tax-free reorganizations, mergers, sales, and acquisitions. He designs and implements tax-efficient structures for U.S. and foreign businesses to expand abroad and invest in cross-border ventures. He drafts tax memoranda and opinions on a variety of subjects, including tax-free reorganizations, tax-efficient return of capital to owners, and various state pass-through entity taxes. Matt advises clients on a variety of tax issues related to cryptocurrencies and digital technologies, including initial coin offerings (ICOs), taxability of staking and air drops, and the imposition of Sales ...
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