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Passing the Torch: Considerations for Business Succession Planning

June 25, 2015

Montgomery McCracken, Shechtman Marks Devor and the Woodward Group hosted an informative breakfast panel discussion on business succession planning.

Areas of topic covered include:

  • Preparing Today for a Sale or Transfer of Business
    Montgomery McCracken’s Howard Vigderman discussed buy/sell agreements, bylaws and minutes as well as estate planning considerations including outright gifts to family members, gifts to irrevocable trusts, gifts to GRATs, sale to family members and sale to grantor trusts.
  • What is Your Business Worth?
    Shechtman Marks Devor’s Russell Gordon covered the valuation methodology and what it means for your business during a sale or transfer. He also discussed tax implications and strategies, what to expect during a sale and what buyers look for in an acquisition.
  • Finding Success in Business Succession Planning
    The Woodward Group’s Tara Stephenson shared examples of clients’ success and how preparing your business for sale drives higher value during a transaction. She also discussed trends in sales of businesses.

The panel discussion was moderated by William Keffer of Montgomery McCracken.

June 25, 2015 at 8:00 AM – 10:00 AM


The Merion Cricket Club
325 Montgomery Avenue
Haverford, PA 19041


June 25, 2015