Please join Wayne M. Zell, Esq. for this 9th of nine videos of Episode 4: Planning the Exit, which focuses on diligence and acquisition aspects of intellectual property and trade secrets, real estate, tax and accounting and financial reporting matters. This is the...
Month: May 2018
Primer on Estate Planning
This video provides guidance on basic estate planning.
Pre-Exit Planning Video 8-Corporate Clean-up
Please join Wayne M. Zell, Esq. for this 8th of nine videos of Episode 4: Planning the Exit, which focuses on various aspects of cleaning-up your corporate governance, employment, contracts, and benefits matters. This is part of the fourth of six Business Success(ion)...
Pre-Exit Planning Video 7-Exit Strategies
Please join Wayne M. Zell, Esq. for this 7th of nine videos of Episode 4: Planning the Exit, which focuses on various exit strategies available to business owners. This is part of the fourth of six Business Success(ion) Planning Bootcamps for Professional...
Why You Need a Revocable Living Trust
This timeless video (from 2008) explains why you may need to use a revocable living trust in your estate planning.
Pre-Exit Planning Video 6-Assembling the Team
Please join Wayne M. Zell, Esq. for this 6th of nine videos of Episode 4: Planning the Exit, which focuses on assembling the M&A team. This is part of the fourth of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of...
Pre-Exit Planning Video 5-GRAT Example, Timing of planning
Please join Wayne M. Zell, Esq. for this 5th of nine videos of Episode 4: Planning the Exit, which has an example of pre-transaction planning using a GRAT, and focuses on timing of the transaction.. This is part of the fourth of six Business Success(ion) Planning...
