Speaking engagement

Succession Planning for Business Owners

Published 07/24/2024
Vance Antonacci, chair of McNees’ Estate Planning Group, shared key information about succession options and transactions with a Vistage group, including:
  • What to know when considering succession, either through an external entity (private equity, strategic buyer or capital investment) or an internal entity (family or employee)
  • The value and use of trusts, especially as they relate to tax planning and creditor protection
  • Tax mitigation strategies

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