Pre-Exit Planning Video 7-Exit Strategies

Please join Wayne M. Zell, Esq. for this 7th of nine videos of Episode 4: Planning the Exit, which focuses on various exit strategies available to business owners. Continue reading

Why You Need a Revocable Living Trust

This timeless video (from 2008) explains why you may need to use a revocable living trust in your estate planning.

 

Pre-Exit Planning Video 6-Assembling the Team

Please join Wayne M. Zell, Esq. for this 6th of nine videos of Episode 4: Planning the Exit, which focuses on assembling the M&A team. Continue reading

Pre-Exit Planning Video 5-GRAT Example, Timing of planning

Please join Wayne M. Zell, Esq. for this 5th of nine videos of Episode 4: Planning the Exit, which has an example of pre-transaction planning using a GRAT, and focuses on timing of the transaction.. Continue reading

Pre-Exit Planning Video 4-Earn-outs and Contingent Purchase Price Adjustments

Please join Wayne M. Zell, Esq. for this 4th of nine videos of Episode 4: Planning the Exit, which focuses on the use of earn-outs, contingent purchase price adjustments and other creative ways of structuring acquisitions and pre-sale transactions. Continue reading

Pre-Exit Planning Video 3-ESOPs and Impact of Sale on Employees

Please join Wayne M. Zell, Esq. for this 3rd of nine videos of Episode 4: Planning the Exit, which focuses on preparing to sell your business and special issues relating to employee stock ownership plans and the impact of the sale on your employees. Continue reading

Pre-Exit Planning Video 2-Family-owned business issues, Management Buy-outs

Please join Wayne M. Zell, Esq. for this 2nd of nine videos of Episode 4: Planning the Exit, which focuses on preparing to sell your business and special issues relating to family-owned and closely held businesses, who might be the potential buyers of your business and management buy-outs. Continue reading

Pre-Exit Planning Video 1-The Team and the End Game

Please join Wayne M. Zell, Esq. for this 1st of nine videos of Episode 4: Planning the Exit, which focuses on preparing to sell your business and assembling the “dream” team to help prepare for and negotiate an exit transaction for your business. Continue reading

Navigating Rough Waters Video 8-Non-compete Case studies

Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 3: Navigating Rough Waters, which focuses on case studies to illustrate the benefits and issues relating to non-compete agreements and other protections from errant employees. Continue reading

Navigating Rough Waters Video 7-Failure Mitigation Strategies and Protecting from Employee Theft

Please join Wayne M. Zell, Esq. for this 7th of eight videos of Episode 3: Navigating Rough Waters, which focuses on strategies to mitigate and minimize business failure, and ways of protecting business from employee theft and misappropriation of company secrets. Continue reading