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Webinar

Scale it or sell it: Determining the path for your privately owned business

April 02, 2025

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Event details
Date and time
Recorded, watch on demand anytime
Intended audience
CEOs, chief financial officers, controllers, tax executives, business owners
Duration
60 minutes
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Event overview

No matter your long-term goals, proactive business planning can help you maximize value and minimize risk. Watch this recorded session for a deep dive into key tax, financial and operational strategies to position your business for future success. We’ll cover crucial topics such as pass-through entity elections, sales and use tax risks, working capital, valuation strategies and estate planning. Learn how to strengthen your business, enhance financial efficiency and keep your options open—whether for growth, transition or new opportunities.

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  • andy-swanson
  • justin-stallard
  • brian-adkinson
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  • /services/private-client-services/business-ownership-services
  • /insights/services/private-client/business-transition-planning-guide
  • /insights/services/private-client/why-we-call-it-business-transition-planning
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