September 17th, 2021

Mark Schweighofer Shares Where to be Cautious During Insider Sales on ExitReadiness Podcast

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Exit Readiness co-founders Pat Ennis and Walter Dehyle discuss with Stein Sperling tax attorney Mark Schweighofer the misconception that a business transfer to insiders is easier than a transfer to a third party. Mark reviews the legal and tax considerations when structuring an insider sale, including the potential pitfalls to plan for.

Topics include:

  • Early planning;
  • Identifying key employees;
  • External funding;
  • Deferred compensation;
  • Proper business structure
  • Transition strategies

The podcast is also available on Apple Podcast and Spotify