Episode 28: IN FOCUS: “Selling a Family Business: Legal, Financial, and Estate Planning Considerations”

Episode 28: IN FOCUS: “Selling a Family Business: Legal, Financial, and Estate Planning Considerations”

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss ““Selling a Family Business: Legal, Financial, and Estate Planning Considerations” featuring:

Bernadette Kasnicki, Esq., LL.M, Partner, Rivkin Radler, LLP


Michael Richmond, Managing Director, The DAK Group


Avi Sinensky, Esq., Partner, Rivkin Radler, LLP

Today’s show will cover the business, legal, and estate planning issues that arise when selling a family business. My guests will cover the preparation, negotiation and closing of the sale. Special attention will be given to market trends, legal issues, and tax planning ideas.

Staying connected:

1) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter

2) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

3) Connect on LinkedIn: https://www.linkedin.com/in/shenkman/

4) Follow me on Instagram/Twitter/YouTube @JonathanOnMoney

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