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Roughly 1.2–1.5 million baby boomers with businesses valued between $2 million and $100 million will attempt to sell by the year 2030. Unfortunately, 70-80% of businesses do not transact due to a host of complex issues. Only one in every eighteen will transact at their target price – in the pre-COVID world, that is. Between 2021 tax proposals, COVID-19, and other conditions, the waters have only been muddied further for these owners. Fortunately, there are more ways to transition a business than they may know.

Family Wealth Strategist Carey Spencer hosts this fast-paced discussion with Managing Director of Family Wealth Consulting Jeff Getty and Consulting Director Joel Redmond as they outline the disruptors and misconceptions swirling around business transition options. Listen in as our team reviews the strategies discussed in our previous webinar, “Top Financial Moves to Stay Ahead of 2021 Tax Proposals,” and the environmental, global, industry, and political disruptions that have fundamentally shifted the landscape of transition.

Discover what you need to do to prepare for transition in the face of these headwinds – and achieve your own goals for a successful transition of the asset you may have worked your entire life to build.

To understand more about how 2021 tax proposals may impact your business, contact our speakers through our Business Advisory Services team mailbox.

Any opinions, projections, or recommendations contained herein are subject to change without notice and are not intended as individual investment advice.

This material is presented for informational purposes only and should not be construed as individual tax or financial advice.

KeyBank does not provide legal advice.

Investment products are:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY