Business Succession Planning: The Art of the Transition 

Planning for a transition of management and ownership of a business is a delicate and often multi-dimensional process that does not happen overnight. So, regardless of where you are in your business life cycle and your ownership situation, it is never too early to begin cultivating the succession process.

In this workshop, Attorney Brad Melson will provide an overview of the business succession planning process, covering structures, strategies, and legal considerations that guide the development a sound succession plan that is tailored to the unique needs and circumstances of a business, its owner(s), and other stakeholders.

Topics to be covered in this presentation include:

• Overview of Business Succession Planning & Unique Challenges for the Family-Owned Business
• Buy-Sell Agreements: A Working Succession Plan or Fallback
• Recapitalization: De-Coupling Management and Control from Ownership
• Valuation: Leveraging Discounts
• Gifting and Estate Tax Considerations
• Planned Transitions

Presenter Bio:

Brad Melson, Attorney, Orr & Reno, P.A.

Brad brings a business-minded approach to advising and counseling investors, entrepreneurs, and privately-held companies on a wide range of general corporate, commercial, and transactional matters. This includes entity formation, governance issues, business acquisitions and divestitures, private offerings of debt and equity, and business succession planning.