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Pre-due diligence planning: Preparing your family business for a future sale

April 22, 2025 @ 2:00 pm 3:00 pm EDT

Free 1 CPE credit

If your family business is considering a sale in the future, the preparation you put in now could affect buyer interest and valuation later. With the impact on capital markets post-election and potential tax policy changes on the horizon, pre-due diligence planning empowers you to make informed decisions that align with business and personal priorities. We’ll discuss:

Pre-due diligence planning considerations to strengthen the founder’s tax position 

Potential legislative updates and their possible impact on family businesses

Key steps to enhance sell-side readiness for family businesses

New York, NY 10001 United States
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