There’s no one size fits all approach when considering a business transition. Your company must understand the differences in tax and deal structuring considerations—depending on your entity type, shareholder composition, and overall strategy.

Whether your exit plan involves a transaction, family succession, or management transition, it’s critical to be aware of how to structure your strategy to improve tax opportunities. This is especially important given the tax changes proposed by the Biden administration.

Join us for our on-demand webcast on key considerations architecture, engineering, and construction (AEC) businesses should be aware of to develop a successful transition approach. We’ll address the following topics:

• Tax and entity structuring based on exit strategy and shareholder composition
• Tax considerations including federal, state, estate, and gift taxes
• Estate planning and liquidity event preparation
• Post-transition strategy

This offering is part of our Business Transition Webcast Series.