Montgomery Estate Planning Council

Montgomery Estate Planning Council

Pace's Denis Brown will present "Estate Planning or Exit Planning, Which Comes First?" at the upcoming meeting of the Montgomery Estate Planning Council.  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

November 1, 2018

11:30 am - 1:00 pm


Montgomery Country Club

3001 Narrow Lane Road

Montgomery, AL 36106