Guest:
Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.
July 20, 2021
In this first episode of a series on Business Exit Strategies, Vandenack Weaver Partner Mike Weaver joins our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver, to discuss business and tax considerations when selling your business. Mike and Mary give real world examples on topics like positioning your business for the sale, what buyers are looking for, tax allocations, handling voting/non-voting shares as well as financial statement considerations and cleaning potential skeletons out of your closet. If you are considering selling your business or just want to learn more about this topic, tune in to this week’s episode of Legal Visionaries.
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Non-Disclosure Agreements When Selling Your Business
Guest:
Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.
July 27, 2021
Welcome to the second episode of a series on Business Exit Strategies. Listen in as Vandenack Weaver Partner Mike Weaver joins our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver, to discuss non-disclosure agreements when selling your business. What is a non-disclosure agreement? When should you use one and what type of information is included? Do they last forever? What are the risks if I use an online template? Do they vary by state? Learn all this and more so you can protect yourself and your information during the sales process.
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Enhancing Your Brand In Anticipation of Selling
Guest:
Cheri Duryea
After more than 25 years in marketing, Cheri opened Duryea Strategic Marketing in Oct. of 2013. Her prior experience as a client, agency and vendor has given her an unparalleled understanding of the direct marketing discipline.
August 3, 2021
In our third episode of the series on Business Exit Strategies our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver, talks to Cheri Duryea, President of Duryea Strategic Marketing, about the importance of a company’s brand when they are looking to sell, or any other time for that matter. The episode begins by defining the term brand, then moves on to discuss why a strong brand is important and how to develop one, how to measure the value of a brand and finally, some strategies to enhance a brand prior to selling. If you are a business owner, listen in for some tips you can use to strengthen your brand.
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Trust Strategies for the Business Exit
Guest:
Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.
November 9, 2021
This week on Legal Visionaries our host Mary Vandenack, the Founder and Managing Partner at Vandenack Weaver and her guest, Mike Weaver, Managing Member at Vandenack Weaver discuss some techniques using trusts that business owners should consider when selling. What is a Grantor Trust? How does a GRAT work? Why and when are these trusts beneficial? How is a NING technique used? What requirements are needed to maintain non-Grantor status? If you are planning to sell your business, tune in to learn about these techniques for improving the status of your income tax and estate plan.
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The Ins and “Outs” of Earn Out Agreements
Guests:
Evan Levine
Evan is the President and Co-Founder of Complete Advisors, a wealth advisory firm in the greater New York City Area.
Nainesh Shah
Nainesh is the Co-Founder of Complete Advisors, a Wealth Advisory firm based in the Greater New York City area. I bring over 25 years of experience in Business Valuation, Portfolio Management and Financial Strategy.
November 30, 2021
This week on Legal Visionaries our host, Mary Vandenack, founder and managing partner at Vandenack Weaver, talks to Evan Levine and Nainesh Shah, partners at Complete Advisors LLC, about Earn Out Agreements and why COVID brought more attention to them. Listen in to learn the definition of an Earn Out Agreement, if they are uniform or specific, what type of payoff structures are available and the difference between diversifiable and non-diversifiable risk. If you want to know how to evaluate an Earn Out or if you should even use one, tune in to learn from these experts.
Legacy Planning Aspect of Business Exits
Guests:
Rob Wellendorf
Rob Wellendorf is a Business Exit Planning Expert and President at Executive Wealth Strategies.
Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.
December 28, 2021
The process of selling a business can be very complex, impacted by things like who you are selling to, timeframe, and financial position. In this episode our host Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guests Rob Wellendorf, a Business Exit Planning Expert and President at Executive Wealth Strategies, and Mike Weaver, a partner at Vandenack Weaver, discuss the strategies of exiting a business and why it’s so important to have a plan. What is the legacy aspect of selling a business, why do some owners hesitate when planning for succession and what kind of options do owners have? Listen in as these experts give you tips to help you through this important process.
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Charitable Strategies for Business Exits
Guest:
Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.
January 11, 2022
In this week’s episode our host Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guest, Mike Weaver, a partner at Vandenack Weaver, discuss charitable techniques that business owners should be considering when contemplating the sale of their business. Tune in to learn about basic techniques like making a gift of appreciated stock and more complex techniques such as charitable remainder trusts including CRAT’s and CRUT’s and charitable lead trusts. Do you know which would be best for your situation? Listen in to learn some tax saving strategies.
Leaving Corporate America To Start Your Own Business
Guest:
Stephanie Sharp
An accomplished attorney with a proven track record of developing and leading the legal and compliance departments for a hospital system. Stephanie’s Expertise includes: Antitrust, Clinical Research, Contract Negotiation, Regulatory Compliance, Privacy & Information Security, Software Licensing & Information Technology, Mergers & Acquisitions, Corporate Tax, Securities, Fraud & Abuse, Commercial Real Estate.
January 25, 2022
Today’s episode is intended to give insight and practical advice to anyone who has thought about leaving corporate America to start their own business. Listen in as our host Mary Vandenack, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Stephanie Sharp, an attorney with Vandenack Weaver Truhlsen give you some initial non-legal advice about starting your business, financial items for consideration, factors that help determine the legal structure of your business, ideas on how to protect personal assets as well as lessons learned from others who have started a business.
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Collaborative Planning in Business Exits
Guests:
Rob Wellendorf
Rob Wellendorf is a Business Exit Planning Expert and President at Executive Wealth Strategies.
Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.
March 1, 2022
Collaborative Planning for a Business Exit can be very beneficial for business owners. On today’s episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guests, Rob Wellendorf, a Business Exit Planning Expert and President at Executive Wealth Strategies and Mike Weaver, a managing member at Vandenack Weaver Truhlsen explain the main vision and benefits of coordinating and collaborating with business owners and their professional advisors, the strategy that can be used to get this done and the efficiencies that come from this process. Listen in and learn ways to improve the results of your business exit.
Using an ESOP as a Business Exit Strategy… Good Idea?
Guest:
Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.
March 22, 2022
Tune in to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Mike Weaver, a managing member at Vandenack Weaver explain Employee Stock Ownership Plans and when they might be beneficial in an exit strategy. Learn what an ESOP is and how they work, the possible benefits for a company, information about the tax strategies, the role of employees, and much more. Could this be an exit strategy for your business?
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The What, Who and Why of 1202 Strategies
Guest:
Lara Sass
Lara is the founder of the firm and specializes in advising high net worth clients on lifetime and post-mortem strategies to reduce gift, estate and generation-skipping transfer (GST) taxes on transfers of property, as well as trust and estate administration.
June 14, 2022
Today’s episode of Legal Visionaries covers the topic of Section 1202 Strategies in estate planning. Our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Lara Sass, an estate planning attorney in New York City serving a high-net-worth clientele, about the IRS code itself, the benefits for founders and investors of small businesses, requirements for exclusions, 1202 “stacking” and when to start the planning process. Listen in to today’s episode to learn ways you can take advantage of these strategies for yourself or your clients.
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