In this episode, Domenic and David discuss:

• Estate Planning
• Legal areas of focus when planning an M&A
• Assembling the right team
• Securing your key employees

Key Takeaways:

• Consider the long-term perspective of the estate when business planning
• Get the "curb appeal" of your business looking good before you have a buyer
• Start with the end in mind
• Preparing and assembling the right team upfront can make all the difference on how your sale turns out

"Building the internal team and the internal structure or processes is typically really important if you are going to be with a sophisticated buyer." — David Buckley

About David Buckley: Mr. Buckley, Founding Member, concentrates his practice in estate and succession planning for business owners and individuals and the representation of businesses, including purchasing and selling businesses, business litigation, financing and business formation. Mr. Buckley has been involved in estate planning for high net worth individuals and families, the administration of complex estates, resolving IRS disputes regarding contested estates and discounts, and the formation of corporations, partnerships, limited liability companies and tax-exempt organizations, IRS tax disputes and commercial and residential real estate.

Connect with David Buckley:

Twitter: KelleherBuckley

Facebook: kelleherbuckley

Website: kelleherbuckley.com/

Email: [email protected]

Phone: (847) 382-9130

LinkedIn: kelleher-&-buckley-llc/

Connect with Domenic Rinaldi:

Sun Acquisitions Website: www.sunacquisitions.com

M&A Unplugged Website: www.maunplugged.com

Email: [email protected]

Linkedin:

Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/

Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/

Facebook:

Sun Acquisitions: https://www.facebook.com/sunacquisitions/

M&A Unplugged: https://www.facebook.com/MAUnplugged/

Twitter:

@SunAcquisitions https://twitter.com/SunAcquisitions

@M_A_Unplugged https://twitter.com/M_A_Unplugged

Instagram:

@sunacquisitions https://www.instagram.com/sunacquisitions/

@ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/

YouTube:

Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg

Show notes by Podcastologist: Kim Mavy

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.