Pre-Transaction Planning to Improve the Likelihood and Benefits of a Liquidity Event

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, participated on a panel, along with Wally Head of Gresham Partners, LLC; Tom Bonnel of BonnelQuest Advisors; and Randy Schwartz of Faegre Baker Daniels LLP, on Pre-Transaction Planning to Improve the Likelihood of a Liquidity Event, at The Gleacher Center in Chicago, IL on September 11, 2019.

As a business owner, the potential need for a future liquidity event should not be ignored and planning for it should start well ahead of when it might occur. This planning includes who will succeed you as an owner, how do you prepare family members and members of management for that transition, when should that transition occur, and what is the best way to structure it. This panel of experts included a former family business owner and trusted business advisors who have significant knowledge and real-world experience with business transitions.

If you would like additional information, please contact Kim Kamin at kkamin@greshampartners.com, or 312-960-0200.