Buy-Sell Agreements
Now that you have your business succession plan in place, you will want to create an agreement that dictates what happens to the business and your ownership interest if you…
Read MoreFive Steps to Business Succession Planning
You already may have resolved to create and monitor your business plan and develop a succession plan for your business. The first part of the resolution is fairly easy to achieve. After all,…
Read MoreReasons to and not to have an ESOP
For an excellent summary of the reasons to have or not have an ESOP for your company as a business succession planning tool, please check out the following article from…
Read MoreChris Helmrath Discusses SC&H Capital Group
Please join Wayne M. Zell, Esq. for his interview of Christopher Helmrath, Managing Director, SC&H Capital Group. Chris discusses the firm and the unique investment banking services provided by his group. /wp-content/uploads/2014/08/Helmrath-SCH-8.20.14.mp3Podcast: Play…
Read MoreControlled Exits Using ESOPs, part 2
Please join Wayne M. Zell, Esq. of Odin, Feldman, & Pittleman, and Ted Lauer, Sr. V.P. at Access National Bank, for their ESOP presentation, originally presented on April 29, 2014. In this…
Read MoreControlled Exits Using ESOPs
Please join Wayne M. Zell, Esq. of Odin, Feldman & Pittleman, P.C., and Ted Lauer, of Access National Bank, as they discuss Controlled Exits Using ESOP’s. In part 1 of…
Read MoreRichard Orlando Discusses Family Wealth Planning pt. 1
Please listen to Wayne Zell interview Dr. Richard Orlando as he discusses family wealth planning and his new book, “LEGACY: The Hidden Keys to Optimizing Your Family Wealth Decisions” (January,…
Read MoreEstate, Gift and GST Tax Proposals
In his recently released budget proposals, President Obama included may familiar challenges to advanced estate planning techniques as well as some new wrinkles designed to thwart creative planning for high…
Read MoreListen to Wayne Zell Discuss Business Transfer Techniques
Wayne Zell discusses business transfer techniques in this podcast originally broadcast on Federal News Radio on November 30th. /wp-content/uploads/2013/12/Business-Transfer-Techniques-11.30.13.mp3Podcast: Play in new window | Download | Embed
Read MoreWayne Zell to Discuss Steps in Successful Business Succession Planning
Wayne M. Zell, Esq. will discuss the steps you should take in developing and implementing a successful business succession plan on Power of Attorney Radio this Saturday, 11/23/2013 at 10am on 1500am, streamed…
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