Tales From the (Family) Board Room: Strategic Tax, Financial and Estate Planning in Proactive Exit Planning for Closely-Held Business Owners

Private client associate Brian Balduzzi joined a roundtable discussion on sale strategy for closely-held and family businesses hosted by the Estate and Financial Planning council of New Jersey.

The discussion, titled “Tales from the (Family) Board Room: Strategic Tax, Financial and Estate Planning in Proactive Exit Planning for Closely-Held Business Owners,” centered on exit strategy education and transition readiness for clients planning transfers in the near future. Balduzzi and the panel presented several hypothetical situations to demonstrate how various tax, financial and estate planning tools can be used for families considering the exit and transition of a closely-held business.