Planning to sell or transition your business in the next few years?
Get the most money out of your business sale without sacrificing your personal legacy wishes by planning well ahead of time.
Join estate planning associate Faith Liveoak of Foley & 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.
What you’ll walk away with after watching this recording:
✅ 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
Watch the recording and make the most of your business today!
Have a question for John or want to set up a time to speak with him about your situation?
Call us at 813-960-5293 OR get in touch by providing your details below and we'll contact you shortly!
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Disclosures
Jaffe Tilchin Investment Partners is a Registered Investment Advisor. Certain representatives of Jaffe Tilchin Investment Partners are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211 Check the background of this firm on FINRA’s BrokerCheck.
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