Join Nixon Peabody and Key Private Bank for an interactive discussion covering what closely held, family-owned, founder-owned, and other privately owned businesses and their owners need to do now to prepare on both the enterprise and personal levels for a future sale, outside investment, or transition—whether it’s just around the corner or still years down the road. A panel of experienced specialists will share diverse perspectives across transactional, estate, tax, and sale agreement planning.
Discussion topics will include current market trends affecting sellers, how to avoid common pitfalls, and how timeline planning impacts transaction and individual readiness. This program will also explore common alternative transaction structures—such as carve-outs and rollover equity—that can offer alternative paths to liquidity or long-term monetization beyond a traditional sale. Lastly, the program will provide strategies to synchronize sale preparations with personal financial and estate planning to maximize a positive outcome for both the seller and its business.
This course is eligible for 1.0 CLE credit. Click here for Nixon Peabody continuing education details.