Marc To Markets

The sale of a closely held business is often a defining moment for a family.   A successful transition plan encompasses not only financial consideration, but the personal, family, legacy, and gift/income/and estate tax issues that surround a deal.  To go more in-depth, I talk with two experts on the subject.  First, I'm joined by attorney Thomas Collura.  Tom is a Partner at Hodgson Russ.  Tom’s practice is focused on representing privately held companies and their owners in a wide range of corporate, tax and commercial matter.  Then, I'm joined by Andrew Jones, a Managing Director at Pipler Sandler.  Andy's practice focuses on advising private equity firms, entrepreneurs and corporate clients on mergers & acquisitions transactions.With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speak