The Business Owner’s Monetization
& Exit Blueprint:
Structure, Sell, and Transfer Your Business
for Maximum Wealth and Minimal Taxes
📅 Tuesday, April 22, 2025 | 🕓 4:00 PM EST
*Recording will be available soon.*
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Webinar
You've worked hard to build your business. Learn how to increase its value, minimize taxes, and protect your legacy — before, during, and after the sale.
Boost Your
Business Valuation
Safeguard Your
Wealth & Legacy
Plan Your
Optimal Exit Strategy
Learn how to choose the best
exit strategy for your business.
Reduce Taxes
Upon Business Sale
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 for this event 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:
✅ 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
Plus, get answers to all your business monetization and exit questions during our live Q&A with estate planning associate Faith Liveoak of Foley & Lardner LLP and Certified Financial Planner® John Troncoso of The Troncoso Group of financial advisors in Tampa.
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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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