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Using Re-Organization Strategies for Tax Efficient Ownership Transitions

Nearly half of all contractors will go through an ownership transition and / or management succession by 2030. Learn what alternatives exist to transfer ownership along with the pros and cons of each. Also explore techniques to garner alignment and buy in from the incoming management team. Evaluate tools to identify skills gaps of the new ownership and management team and discuss resources and options for filling the gaps.

Learning Objectives:

• Understand alternative methods and options for ownership transition

• Learn how to identify an incoming management team

• Identify options to structure incoming ownership / management team to optimize results

• Identify resources and options to help fill skills gaps considered necessary for success

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