Topic:  Strategies & Methods of Selling or Transferring Your Business

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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