Sequoia Investments and Insights

Episode 16: Making Charity A Part Of The Sale Of Your Business


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Join Sequoia's Sequoia's Senior Vice President of Family Wealth, Don Laubacher to learn how to make charity a part of the sale of your business. Wondering if it makes sense to transfer a portion of the business to a charity prior to the sale? Doing so, compared to gifting cash after the sale, could offer excellent opportunities for both donors and charities, but it's a complex process that must be approached with great care.

Special Guest: Don Laubacher CFP®, CPA, AEP®.

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Sequoia Investments and InsightsBy Sequoia Financial Group