Trusts & Insurance

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Video - Taken from the DVD "Exiting Your Business: Small Business Succession Planning"

Click Here for All Upcoming Webinars

Archived Webinars: (all archived webinars)

February 9th 2010 – Small Business Planning for Multiple Shareholders – Tom Gilbride, Gilbride & Company - Issues covered in this webinar include: Legal and financial protection for each shareholder, planning for the exit of one or more shareholders, and planning for potential discord between shareholders. Buy/sell agreements, as well as buy/sell provisions in other business agreements will be covered as well.

Mon, Jun 01, 2009 - The Uses of Insurance in Your Succession Plan - Jim Aussem, Cavitch Familo Durkin & Frutkin
view recording here
Download slides from webinar here (pdf only)

Fri, May 29, 2009 - Transferring Your Business Through Gifting and Trusts - Tom Gilbride, Gilbride & Company
view recording here
Download slides from webinar here (pdf only)

June 3rd, 2008 - Tax-Advantaged Strategies for Transferring the Business - David Umbaugh, Ohio Exit Planning- view recording here

 


Articles/Books
Owner's Guide to Business Succession Planning


Articles from OEOC Professional Members
A GR(E)AT Time
- Joseph R. Borowski and Brian Bornino, GBQ Consulting


Other Resources
Exit Planning Forum