Lunch & Learn: How to Minimize Taxes When You Sell Your Business

Exclusive Lunch & Learn: How to Minimize Taxes When You Sell Your Business

Organized by The Alternative Board (TAB) Austin.

You’re invited to an exclusive lunch and learn session designed to foster a trusted, close-knit circle among Austin's top business leaders.

Topic: "How to Minimize Taxes When You Sell Your Business"

Are you concerned about maximizing your return on exit? Unsure how new tax laws could impact the sale of your business, or when you should start planning? This crucial session will equip you with the knowledge you need to strategically plan your business exit and minimize your tax burden.

Speaker: Mark J McAdams, JD, Managing Director, Waterloo Capital, LP

Mark has over three decades of experience working with closely held business owners, shareholders or partners of mid-sized companies and family offices. His personal work experience includes being a business owner himself and an attorney. Currently, Mark oversees Waterloo’s Family Office Services division.

This is a free event intended for business owners. To maintain the integrity of our trusted circle, please note that solicitation of any services will not be allowed.

Thank You to Our Sponsors:We extend our sincere gratitude to our sponsors for making this event possible:

• Richards Rodriguez & Skeith LLP: rrsfirm.com
• Employer Flexible: employerflexible.com

Event Details & Agenda

• Date: Wednesday, March 25th
• Time: 11:30 AM – 1:30 PM
• Location: Chez Zee Event Space (5406 Balcones Dr, Austin, TX 78731)

Agenda:

• 11:30 AM – 12:00 PM: Networking
• 12:00 PM – 1:00 PM: Mark McAdams' session on exit strategy, followed by Q&A
• 1:00 PM – 1:30 PM: Networking and wrap up

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Host or Publisher The Alternative Board of Austin