The Management Buy-out – How It Really Works

Name: The Management Buy-out – How It Really Works
Start: 2024-11-14T07:30:00-05:00
Location: Bethesda Country Club

Schedule

Thu Nov 14 2024 at 07:30 am

UTC-05:00

Location

Bethesda Country Club | Bethesda, MD

For the past year, we have been discussing a Case Study of two owners, John and Mary, considering their exit options. As Advisors, we have discussed a wide variety of Exit Planning topics that these owners need to consider and they feel they are ready to begin their exit. Mary and John have decided they desire to transfer the business to the Management Team in the form of a Management buy-out. A deal like this is extremely complex and has a multitude of issues to consider to ensure success.
Please join us as Stuart Sorkin, Founder of Business and Legal Advisors leads a discussion on several aspects of this type of exit including:
How to structure the deal
Importance of the Management Team
Tax considerations
Risks of this type of deal
And more…….