Maximizing Value and Minimizing Risk

Fridays 11:00am - 12:00pm (EDT)

EPISODE SUMMARY:

Entrepreneurs take lots of risks, which is why they get to reap certain rewards. SMB owners devote significant time, energy, and resources into building organizations. However, business leaders will often avoid planning for two guarantees in this life – death and taxes.

Most people would like to retire on their terms, as opposed to being retired on someone else’s terms…especially if that someone else is the grim reaper!

When it comes to exit strategies for entrepreneurs, or planning for anything unforeseen happening to the leadership, there is no one-size-fits-all solution. The best strategies for each SMB depend on specific circumstances and it is crucial to have the right counsel to customize the plan.

We are joined by Jason Marx, Partner at Mandelbaum Barrett PC. As a member of the tax and corporate law team, Jason works closely with entrepreneurs and their advisors to evaluate all options and create a plan that maximizes the value for all parties involved.

Phone: (973) 607-1271

Email: jmarx@mblawfirm.com

LinkedIn: https://www.linkedin.com/in/jason-marx-57560a6/

 Website:https://www.mblawfirm.com/

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