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DTSTART:20260922T163000Z
DTEND:20260922T180000Z
LOCATION:The Cannery-3803 Toulouse St, New Orleans, LA
UID:3034920260922T163000ZPass the Torch (Without Getting Burned)
DTSTAMP:20260909T230423Z
DESCRIPTION:\n  \nPresentation Learning Objectives: \nUpon completion of this program, participants will be able to:\n Identify essential exit and succession planning principles, timeline considerations, and risk-mitigation strategies necessary to safeguard organizational continuity and business value. Determine core business valuation metrics and methodologies—including EBITDA adjustments, value drivers, and the application of the Market, Income, and Cost approaches—in accordance with qualified appraisal standards. Compare various ownership transition pathways and deal structures (including third-party strategic sales, private equity recapitalizations, management buyouts, ESOPs, and family transfers) to balance owner liquidity versus ongoing control. Recognize current M&A market conditions, valuation multiple trends, transaction phases, and critical pitfalls to avoid during the sale of a business.  \nApply strategic estate, tax, and wealth preservation mechanisms—such as sales to Grantor Trusts,  and Grantor Retained Annuity Trusts (GRATs), —to mitigate tax exposure and protect family wealth during business transitions.
SUMMARY:Pass the Torch (Without Getting Burned) - New Orleans Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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