With the current up-tick in the economy and the demographic realities of baby boomer business owner transitions, estate planners have a client base that may be seeking to monetize their investment in their closely held businesses. Many business owners immediately assume that means an outright sale. However, there are other liquidity options to consider.
This session, presented at the recent 2015 Heckerling Institute on Estate Planning, covered various liquidity options including dividend policy, partial sales to insiders, employee stock ownership plans, private equity investors, as well as third party sales.
The presentation was in support of Mercer Capital’s newest book, Unlocking Private Company Wealth. This book can help you help your clients turn their businesses into the liquidity creating vehicles they need to be using the tools of corporate finance. This allows your clients to become independent of their businesses and truly free to sell them, stay with them, or transition them to others of their choice. Unlocking Private Company Wealth is your diagnostic tool to help you understand your clients’ needs regarding wealth management.