Family Owned Business Webinar Series – Liquidity and Diversification

Do you have all of your eggs in one basket? Liquidity and diversification are two areas that should be addressed as part of your overall planning process. This presentation will cover ways to make your investment liquid through a sale of the company or if you plan to continue your ownership stake. We will also present ideas about diversification to decrease risk, and structuring transactions in a tax-efficient manner to help you maximize the value of your hard work.

Pete Lieberman, Partner, Schneider Downs Corporate Finance, LP; Joel Rosenthal, Shareholder, Schneider Downs Business Advisory Services; and Steve Barber, Senior Manager, Schneider Downs Tax Services will cover the following topics:

  • Sale of the Company
  • Recapitalizations
  • Portfolio Management
  • Tax Efficiency

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