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Revisit valuation and business transitions before key tax law changes

Chris Lockhart
Oct 03, 2024

A key tax change goes into effect in 2025 that could affect business succession. Start preparing now with Wipfli.

In this recorded webinar, Wipfli tax, finance and valuation professionals explain what’s ahead. Download a replay to hear holistic and timely perspectives on business succession planning and learn how to:

  • Evaluate business transition plans versus the transferability of a business.
  • Incorporate business and personal goals into your succession plans.
  • Start the transition planning process.
  • Strengthen value in preparation for a transition.
  • Address transferability within your company.

2025 will be here before you know it. Act now so you have more options and strategies available to you. Start by downloading this webinar today.

Author(s)

Chris Lockhart
CPA, Partner, Wipfli Advisory LLC
Audra M. Moncur
CPA, ABV, Partner, Wipfli Advisory LLC

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