Hilton Head Area Council of Estate & Financial Planning Advisors

Hilton Head Area Council of Estate & Financial Planning Advisors
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Pace's Denis Brown will present "Estate Planning or Exit Planning, Which Comes First?" at the upcoming meeting of the Hilton Head Area Council of Estate & Financial Planning Advisors.  His presentation will provide an overview of the shared goals of both processes, how to develop the foundation of the process, and the importance of performing a business assessment in the preparation for either selling a business to a third party or transferring ownership to partners, family members and/or key employees.

Topics to be covered include:

  • Developing the foundation of the process
  • Factors that determine business value
  • Value drivers
  • The business assessment process
  • Business transfer options
  • Horror stories
 
Date/Time

May 8, 2018

5:00pm - 7:00pm

Location:

The Golf Club at Indigo Run

101 Berwick Drive

Hilton Head, SC 29926