This six-part bi-weekly webcast series covers succession planning basics; employment law for business sellers; the ins and outs of estate planning for closely-held businesses; understanding transactions; understanding family business, shared wealth and power; and transitioning out of the business.
Learn about the various approaches and methods used to determine the value of a business and the various scopes of a valuation assignment, including how adjustments to the reported financial statements and a careful review of key documents are essential to understanding the value of a privately held company. Case studies of actual businesses provide examples of valuations for corporate dissolution, buying and selling a business, and the loss (or termination) of an owner.
Review key cases, analyze developments in the last 5 to 10 years, and understand (going forward) the creation, operation, and dissolution of family limited partnerships. Implied agreement cases, Strangi II control cases, bona fide sales exceptions under Bongard, and possible implications related to the Estate of Powell will be covered.