NTWC 201: Navigating Insider Transfers: Techniques, Advisors, Financial and Income Tax Factors
May 21 @ 11:00 am - 12:00 pm
Ready to take a deeper dive into transferring your business to insiders?
NTWC 201 builds on the foundational concepts of NTWC 101 and equips you with advanced strategies to successfully plan and execute an insider transfer.
In this intermediate-level webinar, you’ll explore:
- A closer look at transfer techniques beyond the basics
- How to strategically select and coordinate the right team of advisors
- Financial structures and tools that support a sustainable transition
- Income tax considerations that can make or break your plan
- Real-life scenarios that illustrate both successful and failed transitions
This session is ideal for business owners who are actively planning an insider transfer or advisors supporting such transitions. Gain actionable insights to help protect your legacy, preserve company value, and optimize the deal for all parties involved.
