Driving Excellence!

Session Details

Strategies & Methods of Selling or Transferring Your Business - August 16, 2018
(Event: SMC Lexington Chapter )

Aug 16, 2018 11:30AM - Aug 16, 2018 2:00PM
Session Type: Seminar
Track: General


 Pathfinder Financial Services, will provide an interactive workshop which includes discussion topics of:

  •          Selling/Merging/Buying of your business
  •          Avoiding the capital gains tax trap
  •          Recapture tax of section 179 and accelerated depreciation
  •          Restructuring debt to take advantage of loan principal deductions
  •          Key succession management needs
  •          Roles of tax leveraged ESOP’s
  •          Advantages of gifting your business to family members
  •          Family limited partnerships and trusts

Presenters: Steve Ridgley & Carlos Benavidez, Business Consultants 

                      Pathfinder Financial Services, LLC

                      2005 Lake Point Way, Suite 201 Louisville, KY 40223

                     (502) 219-6876

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