The Divestopedia Exit Strategy Podcast

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Syndication

In this session you will learn about:

  • 3 things any owner can start doing right now to prepare for an exit
  • Ccommon mistakes owners make when discussing an exit strategy with their executives - Don't miss this session
  • The best way to discuss exit strategy with internal and external stakeholders

About the Guest

Bruce is a transactional attorney specializing in corporate finance, mergers and acquisitions, securities law and real estate. Bruce represents public and private companies seeking capital. He also represents private equity funds, investment banks and banks. 

Direct download: Bruce_Rosetto_-_Financing_Expert.mp3
Category:general -- posted at: 12:18am EDT

In this episode you will learn about:

  • What are buy and sell agreements
  • When you you have two or more partners in a business, why is a buy/sell agreement so important
  • The role life insurance plays when funding a buy/sell agreement
  • How else do your business owner clients use life insurance as part of their business planning
  • What happens when a business owner want to pass his/her business to the next generation but only't or 2 of the children are involved in the business while the others have a different career? How is life insurance used in this instance?
  • What if I am a sole proprietor and I don't have children or a spouse that are interested or capable of running my business where does life insurance come into
Direct download: Carl_Lutz_Final.mp3
Category:general -- posted at: 7:05pm EDT

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