Long View Video Series

SUCCESSION PLANNING

“…how do you value that family-owned business and where it’s going, or what’s the value without the owners running that business?”

Kevin Lovins
Tax Shareholder
Briggs & Veselka

Wealth Transfer Stories from Closely Held Businesses

One of the significant challenges in Succession Planning is the transfer of assets, particularly vexing in a family or closely-held business. In this video, you’ll learn about issues related to generational wealth transfer from Sammy Campo, the third generation owner of Campo Sheet Metal and Rod Fernandez, president of Affordable Tours, a very successful online travel company on how they navigated these issues. And Briggs & Veselka tax shareholder, Kevin Lovins, delivers some good news on the tax planning aspects on wealth transfer under the federal tax bill signed a few weeks ago.