Casey Conklin’s Post

At the Law Offices of Casey D. Conklin PLC, we understand the profound impact that exit planning has on both your personal and professional life. Our Exit Planning services are meticulously designed to provide you with the confidence and security you need when transitioning out of your business or managing your estate. Exiting your business is not merely about stepping away; it’s about ensuring that your legacy is preserved and your financial future is secure. Our approach includes comprehensive business valuation, detailed succession planning, precise legal documentation, and strategic tax planning. We begin with understanding the true value of your business, providing accurate valuations that enable you to make informed decisions. Succession planning is a critical component, whether you are passing the business to a family member or selling it to a third party. We craft a seamless plan that aligns with your personal and business goals. Legal documentation is another cornerstone of our services, from drafting buy-sell agreements to creating wills and trusts that protect your interests. Additionally, our expert team navigates the complexities of tax laws to ensure you maximize your financial outcomes. Our tailored approach takes into account your unique situation, ensuring that every aspect of your transition is handled with the utmost care and expertise. Our goal is to provide you with the peace of mind that comes from knowing your business or estate transition is in capable hands, allowing you to exit with confidence and leave a lasting legacy. Don't leave your future to chance. Secure your exit plan today with the Law Offices of Casey D. Conklin PLC. Contact us today to schedule a consultation and start planning for your future. Visit our website at: https://lnkd.in/ghrJJ6jx #ExitPlanning #BusinessSuccession #EstatePlanning #MichiganLaw #CaseyDConklin #FinancialSecurity #ProfessionalPlanning #LegacyBuilding

Family investment companies (FICs) have become an increasingly popular choice during succession planning.   But what are they and what are the potential benefits?   To find out more, join our co-managing partner Laura Hutchinson at multi-award-winning law firm Myerson Solicitors’ Succession Planning: What’s Next? event in Altrincham, Manchester, on Thursday, May 2.   Key topics will include:   FICs Lifetime gifts Trusts Estate planning via your will And much more   For more information and to secure your place, please click the link below.   We look forward to seeing you there.   #Tax #TaxAdvice #TaxPlanning #SuccessionPlanning #FamilyInvestmentCompany #FIC #Death #Family #Law #Event #InheritanceTax #IHT #CapitalGainsTax #CGT #EstatePlanning #Trust #LifetimeGifts #Money #Finance #Wealth #Succession

Do you have assets outside of property that will be passed down directly to your loved ones? These days if you are running a business or operating a trust the business of managing your legacy can be complicated without the right advice. NDA Law specialises in estate planning, succession planning, tax and business advisory. If you or one of your clients wishes to make plans for the future, either to manage the ongoing success of family ventures, or in relation to wealth management, it could be worth consulting NDA Law Pty Ltd who can help deliver the right protections you need for the future. #advisory #wills #successionplanning #wealthmanagement #accounting #financialadvisory  

Are you considering selling your business? Whether you’re nearing retirement, ready to cash out, or seeking to exit a challenging situation, the process requires meticulous planning and execution. Selling a business is a multifaceted journey involving numerous steps such as: 💼 Tax and legal structuring 💼 Business valuation 💼 Negotiation strategy 💼 Post-closing issues At Bridge Law LLP, we provide more than legal counsel; we connect you with a team of trusted advisors who oversee every aspect of the sale to ensure a smooth transition and the best possible outcome. From preparing your documents to finalizing the transaction, our comprehensive services guide you through each phase with confidence. https://lnkd.in/gc4RS2Bn #sellingyourbusiness #retirementplans #businessexitstrategy #taxstructure #businessvaluation #negotiations

We are pleased to announce the recent publication of the 13th edition of Lexology’s In-Depth ‘Private Wealth and Private Client Review’ (the ‘Review’). This detailed guide offers valuable global perspectives on key legal and practical challenges impacting the management of private client wealth. It covers critical aspects of tax, succession, and wealth structuring frameworks in 25 major jurisdictions, with a spotlight on the latest developments. https://lnkd.in/dwXNWJDH

When starting or owning a law firm here's two questions to ask yourself. What keeps you up at night? What's your exit strategy? And these two questions come from a lawyer who would know. My good friend, and M & A attorney Adam Marshall held court yesterday at a business luncheon presentation at FAU. It's ironic that these two questions that he asks are the same one's that we ask clients when we begin working with them. While the questions might seem premature because you're starting out, you have to know these answers so that you know the direction that you're going. Everyone has something that they're concerned about. Choosing the right legal structure. What are the tax implications of your set up. Be aware of your specific compliance regulations. Do you need financing and what kind is right for you? Be clear on the terms of your employee contracts and benefits How will you exit? Get a valuation of the business. Make a clear transfer of the ownership Can you minimize the tax liability of the exit? Owning a business requires the right kind of consultants. Proper planning from the beginning ensures that you'll have less concerns on the back end. Make sure that you get the proper advice and guidance. If I can be a resource to you as you start or have started your firm, please keep me in mind. People like Adam can be extremely helpful to you. Is there something keeping you up at night? Have you given any thought to your exit plan? I'm the Wealth Guardian. 😎 Minimizing your taxes, protecting your life, income and assets, so you can grow your wealth, live abundantly and with dignity. Ready to have your discovery meeting? Click book an appointment above and let's get on the calendar. Dm me with any questions. I'm here. --------------------------------------------------------------------------------- Most advisors start with a product to sell. We start with a person to serve. 💞 I'm a personal CFO of successful entrepreneurial attorneys and business owners. Your gonna love the way we work. We just know it. #franklyspeaking #financialplanning #protection #wealthbuilding #MPG #lawfirmavengers #wealthguardian #DIAM #attorneys #lawfirmsuccess

Safeguard Your Family Business: Prevent your family business from falling apart due to lack of succession planning. Create a clear, legally structured plan outlining who will take over and manage the business. Include this in your estate strategy with wills and trusts, specifying share allocation and roles. This ensures continuity, prevents disputes, and sustains operations. Consult legal and financial advisors to secure your business’s future and maintain its family legacy. 🏢🔏 Contact us for a free consultation today at: https://lnkd.in/g49rW2De #EstatePlanning #estateplanninglawyer #AllenbyLaw #probatetips #estateplanningtips #sandiegoestateplanninglawyer

A family office is not the same as a law firm, an accountancy or an investment company. It must evolve with the needs of the family, so it can be tricky for that family to identify the best kind of firm to assist them. https://ow.ly/CmXt50SxO5f #familyoffice #ourfamilyoffice

Attention Law Firm Owners: Conquer these Financial Challenges with reliable guidance: You're busy running your firm. There's only so much time in the day. These are 5 things that you can't let get your of control: 1) Cash Flow Management: Your income is inconsistent, especially at the beginning. Operating expenses, salaries, rent, utilities and benefits can be a challenge. 2) Tax Planning: This isn't just something you handle in April. You need to work on this throughout the year and have the proper advisors with you that are proactive, not reactive. 3) Succession Planning: This should start almost immediately, yet so many wait till it's unfortunately too late. 4) Debt Management: Watching what comes in, watch what goes out, and be mindful of what you spend on that you can't pay for now. You have to know your numbers, otherwise, this gets overwhelming. 5) Client Acquisition and Retention: Working with people that can guide you in both areas can be helpful for the growth as well as the sustainability of your firms revenue. Get help. Is there anything you'd add? What did I possibly miss? Start maximizing your firm's potential today. Connect with me to explore tailored solutions for your law practice. I'm the Wealth Guardian. Minimizing your taxes, protecting your life, income and assets, so you can grow your wealth, live abundantly and with dignity. Ready to have your discovery meeting? Click book an appointment above and let's get on the calendar. Dm me with any questions. I'm here. --------------------------------------------------------------------------------- Most advisors start with a product to sell. We start with a person to serve. 💞 I'm a personal CFO of successful entrepreneurial attorneys and business owners. Your gonna love the way we work. We just know it. #franklyspeaking #financialplanning #protection #wealthbuilding #MPG #lawfirmavengers #wealthguardian #attorneys #lawfirmsuccess

"Gifts" often serve as savvy asset management and legal tax avoidance strategies. Learn these secrets legally with Rakesh Sharma. 𝐒𝐡𝐚𝐫𝐞 𝐲𝐨𝐮𝐫 𝐜𝐨𝐧𝐜𝐞𝐫𝐧𝐬 𝐰𝐢𝐭𝐡 𝐑𝐚𝐤𝐞𝐬𝐡, 𝐚𝐧𝐝 𝐥𝐞𝐭 𝐭𝐡𝐞 𝐞𝐱𝐩𝐞𝐫𝐭 𝐠𝐮𝐢𝐝𝐞 𝐲𝐨𝐮 the right way to your family for Super Business Growth & Family Alignment ---> Click here to connect with Rakesh https://lnkd.in/dPquZqkr . . . #successionplanning #businessplanning #familybusiness #rakeshsharma #successionguru #successionplanningguru #rakeshsharmasuccessionplanningguru #business #familybusinessplanning #planforsuccession #succession #estateplanning #familybusinessgovernance #professionalism Follow Succession Resources LLP