The Business Owner’s Monetization & Exit Blueprint: How to Structure, Sell, and Transfer Your Business for Maximum Wealth and Minimal Taxes

April 22, 2025

Join estate planning associate Faith Liveoak, ��ý; Lardner LLP, and financial advisor John Troncoso, CFP ® of The Troncoso Group, for a strategic overview of the legal, financial, and tax-smart moves every business owner needs to know.

During this session, they will discuss:

Proven ways to boost valuation and attract buyers
Estate planning must-haves for a smooth transition
Exit strategies compared: sale, succession, or ESOP
Optimal entity structure tips to enhance exit planning
Tax reduction techniques—including capital gains and estate tax planning

Authors

Faith H. Liveoak

Practice Areas

Estate Planning

Location

Webinar

Agenda

4:00 p.m. ET

People

Faith H. Liveoak

[email protected]

Tampa 813.225.4112

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