Wilmington Trust’s Deputy Chief Wealth Strategist Drew Horwitz offers timely planning advice to business owners at the 54th Annual Heckerling Institute on Estate Planning. Watch his conversation with Susan Lipp, editor in chief of Trust & Estates magazine, on the importance of planning early while still running a successful business. Please see important disclosures at the end of the video.
Chief Wealth Strategist Alvina Lo shares her insights in a conversation with the Trusted Counsel on the intricacies of selling a business. She shares how many entrepreneurs and business leaders tend to put off thinking about selling their businesses, and what will happen to their assets without them, until it’s too late. The results of not planning are often felt by families as well as business partners.
Learn about the features and benefits of a buy sell agreement when considering the sale of your business. A buy sell agreement is an essential part of a comprehensive exit strategy.The agreement should be treated as a living document that will evolve as a business moves through its life cycle and the owners’ personal circumstances change.