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Succession Planning 101 - Financial and legal tools to set up the deal - Recorded on 9-28-22
Succession Planning 101: Using the financial and legal tools needed to set up the deal
Most erection and construction companies delay talking about succession planning or avoid it altogether. This generally is because getting a handle on the tools needed can feel overwhelming. This session takes the guesswork out of understanding what tools are available in terms of financial planning and legal structures to best serve your succession plan. Join MBCEA’s general counsel Josh Quinter as he covers critical components of succession planning. Topics like key man coverage and other insurance products, using trusts to manage tax liability, setting up proper corporate forms to keep more of your money while also limiting liability, buy-sell agreements, and avoiding claims flowing out of the succession plan itself.
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