Event One
Purpose of Webinar
Explain how the Baby Boomer retirement wave, specifically of your business owning clients, is the biggest AUM opportunity in your career positioning you as their guide evaluating business sale alternatives, their pros/cons and we’ll also do a deep dive on the least understood “Sale to Employee Trust (ET)” alternative which is new and improved given Perpetuate’s new fund. In particular, we’ll unpack the I.R.C. Sec. 1042 trade, from the wealth manager’s perspective, so you can help orchestrate the business sale discussion with clients keeping you squarely in the deal from start to finish.
Sometimes business owning clients that elect a Sale-to-ET transaction as their liquidity event/succession plan are tempted to bring the sale proceeds assets to the big wire houses because of their 1042 expertise and security issuances. This webinar arms you with the knowledge, in an easy-to-understand format, to be able to originate the discussion with your client and help orchestrate this elegant solution that requires the sale proceeds to be rolled over with you.
Event Two
Purpose of Webinar
Explain how the Baby Boomer retirement wave, specifically of your business owning clients, is the biggest AUM opportunity in your career positioning you as their guide evaluating business sale alternatives, their pros/cons and we’ll also do a deep dive on the least understood “Sale to Employee Trust (ET)” alternative which is new and improved given Perpetuate’s new fund. In particular, we’ll unpack the I.R.C. Sec. 1042 trade, from the wealth manager’s perspective, so you can help orchestrate the business sale discussion with clients keeping you squarely in the deal from start to finish.
Sometimes business owning clients that elect a Sale-to-ET transaction as their liquidity event/succession plan are tempted to bring the sale proceeds assets to the big wire houses because of their 1042 expertise and security issuances. This webinar arms you with the knowledge, in an easy-to-understand format, to be able to originate the discussion with your client and help orchestrate this elegant solution that requires the sale proceeds to be rolled over with you.
Event Three
Purpose of Webinar
Explain how the Baby Boomer retirement wave, specifically of your business owning clients, is the biggest AUM opportunity in your career positioning you as their guide evaluating business sale alternatives, their pros/cons and we’ll also do a deep dive on the least understood “Sale to Employee Trust (ET)” alternative which is new and improved given Perpetuate’s new fund. In particular, we’ll unpack the I.R.C. Sec. 1042 trade, from the wealth manager’s perspective, so you can help orchestrate the business sale discussion with clients keeping you squarely in the deal from start to finish.
Sometimes business owning clients that elect a Sale-to-ET transaction as their liquidity event/succession plan are tempted to bring the sale proceeds assets to the big wire houses because of their 1042 expertise and security issuances. This webinar arms you with the knowledge, in an easy to understand format, to be able to originate the discussion with your client and help orchestrate this elegant solution that requires the sale proceeds to be rolled over with you.