Recording of October 1, 2024, Panel: Minimizing Risks & Maximizing Value: Strategies for a Successful Ownership Transfer
Posted by Cory Van Deusen V on October 07, 2024
Selling a business is a multifaceted endeavor that demands strategic planning and precise execution. These essential aspects of business transition were explored during the panel discussion, "Minimizing Risks & Maximizing Value: Strategies for a Successful Ownership Transfer," held on October 1, 2024, at the Buffalo Club. We encourage you to listen to the recording of this insightful session, which delves into the complexities of ownership transfer whether you are planning to sell your business, pass it on to the next generation, or transition to a new leadership team, this recording will provide you with critical strategies to ensure a smooth and successful transfer.
Minimizing Risks & Maximizing Value: Strategies for a Successful Ownership Transfer on Vimeo
For more information, contact panelists:
Brisbane Consulting Group
William Allen, CPA/ABV, CFE, Partner
Lumsden McCormick
Cheryl Jankowski, CPA, CEPA, Partner
Courtland Van Deusen, CPA, Partner
Read more on business ownership transfer: Selling Your Business: A Guide to Effective Succession Planning
for more information
Cory has over 20 years of experience providing tax and consulting services to commercial businesses and individuals. His expertise lies in the myriad of business development incentives offered by various federal, state, and local agencies to targeted industries such as Manufacturing, Software Development, Technology Companies and many other in order to encourage regional investment, spur job creation, and foster economic growth. The available incentives include refundable tax credits, tax abatements, grants, and forgivable loans. He has extensive knowledge of Start-Up NY, Opportunity Zones, the Excelsior Jobs Program, Qualified Emerging Technology Companies, and various local incentives such as Industrial Development Agency (IDA) benefits. Additionally, he spends his time providing services to Start-Up Companies ranging from a founder with an idea to multi-national tech companies that have raised hundreds of millions of dollars. Cory has experience in all areas of U.S. federal and NY State taxation. He has been with Lumsden McCormick since 2001, was named partner on January 1, 2015. He is a member of the Firm’s Executive Committee and is head of the commercial services group.