You spend years pouring your time, talents, and treasure into building a lucrative business, so it’s important to get a strong return on your investment. But sometimes as business owners, we get caught up in the day-to-day and fail to plan for a departure—expected or unexpected—which may prevent us from capturing the maximum value of the business.
Whether you are planning to sell or just want to be sure you are prepared for the unexpected, proper Business Planning can help ensure you and/or your family capture the maximum return on your business investment. Join us as Brian Seigal, Director of Advanced Planning for BUI, shares insights into planning items, such as how far in advance you should begin to prepare for sale, steps you should take to make that transition, and other key principles in maximizing your business value.
About the Presenter:
Brian R. Seigel, J.D., AEP®
As BUI’s Director of Advanced Planning, Brian helps advisors add significant value to their client relationships. Brian determines clients’ planning objectives, designs a plan to achieve those objectives and coordinates the implementation of recommended strategies with the clients’ professional advisors. Brian also provides guidance and education for advisors and their clients in the areas of estate, tax and business planning.
Though not practicing law at BUI, Brian is an attorney and has been licensed to practice law in Missouri since 1996 and in Illinois since 1997. Through his prior experience as the owner of his own estate and business planning law practice, Brian provides guidance in the areas of estate planning, business succession planning, tax planning, retirement planning and deferred compensation arrangements.
Brian is the immediate past President of the Estate Planning Council of St. Louis and is a member of the Missouri Bar Probate and Trust Committee, the Missouri Bar Elder Law Committee and the Missouri Bar Taxation Committee. He is certified as an Accredited Estate Planner® (AE