Deloitte: Family enterprises in the driver seat: Where are you headed? (July 20, 2021)

Deloitte is hosting a webinar to discuss wealth planning in the current environment. The summary is as follows:

With the market for mergers and acquisitions (M&A) accelerating, owners and operators of family enterprises may face important decisions. What could the road ahead look like? Join us as we discuss wealth transfer planning, income tax planning, and the state of the M&A market. 

Host: Bob Rosone, managing director, Deloitte LLP
Presenter: Phil Colaco and Wendy Diamond

1 Overview CPE credit | Specialized knowledge

With the market for mergers and acquisitions (M&A) accelerating, owners and operators of family enterprises may face important decisions. What could the road ahead look like? We’ll discuss:

  • Wealth transfer planning—why would family enterprise owners consider transferring business interests today?
  • State of the M&A market—why are family enterprises in control, especially if they are buyers looking to expand through acquisitions?
  • Income tax planning—why should you begin modeling the implications of a sale of the business now?

For more information or to register, click: Deloitte: Family enterprises in the driver seat: Where are you headed? (July 20, 2021)

Posted by Marin Larkin, Associate Editor, Wealth Strategies Journal.

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