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Tech Park Academy | Succession Success: Planning for the Future of Your Business

  • Louisiana Technology Park 7117 Florida Blvd Baton Rouge United States (map)

TECH PARK ACADEMY | Succession Success: Planning for the Future of Your Business

Family or other closely-held business owners must develop a solid succession plan to ensure the long-term survival of the business. Often, a major concern for business owners with children active in the business is how to treat all of the children equally in the business succession process. The business owner must decide whether to transfer the business to one or more family members by sale or gift, or perhaps sell the business to a third party. If the owner decides to transfer the business to family members, the transaction should be structured to minimize potential income, gift, estate, and generation-skipping transfer taxes. Scott Whittaker will provide an overview of key considerations if the business owner wishes to sell his or her business to a third party. John Overby will discuss a variety of gifting and sales techniques to transfer the business to family members in a tax-advantageous manner.

About Scott Whittaker:

Scott Whittaker is a 30-year veteran corporate lawyer and has handled hundreds of mergers and acquisitions and corporate finance transactions, including representing many companies from start-up through capital raising, expansion, and exit. Mr. Whittaker was named by Best Lawyers as New Orleans Lawyer of the Year in 2013 in the field of mergers and acquisitions and in 2020 in the field of venture capital law.

About John Overby:

John Overby is an Estate Planning and Administration Specialist, Certified by the Louisiana Board of Legal Specialization. Mr. Overby routinely counsels closely-held business owners and high-net-worth individuals in their estate, tax and business succession planning.

Event Agenda:

  • 11:30: Registration & Lunch Starts

  • Noon: Program Begins

  • 1:00: Program Ends

About Tech Park Academy:

Tech Park Academy is a monthly seminar hosted by the Louisiana Technology Park. We strive to bring you talented, knowledgeable professionals who have invaluable information to share. These events are accompanied by a catered lunch, which is included in the ticket price of $10.

We hope to see you at this exclusive event!

Thank you to our Premier Sponsor, Stone Pigman Law Firm