NTWC 101: 6 Ways to Transfer to Insiders: A Beginner’s Guide

Unlock the Essentials of Insider Business Transitions Are you a business owner beginning to explore how to transfer your company to insiders—like family members, key employees, or co-owners? Join us for NTWC 101, a foundational webinar designed to demystify the process and outline six strategic options for internal transitions. In this session, you'll learn: The 6 primary methods for transferring ownership to insiders Key benefits and risks associated with each option How to assess which strategy best fits your goals and company structure Practical examples to help you visualize real-world applications Common pitfalls to avoid in the early planning stages Whether you're just starting to think about a transition or want to lay the groundwork for a future plan, this beginner-friendly session will equip you with the knowledge and confidence to take your first step.

NTWC 201: Navigating Insider Transfers: Techniques, Advisors, Financial and Income Tax Factors

Ready to take a deeper dive into transferring your business to insiders? NTWC 201 builds on the foundational concepts of NTWC 101 and equips you with advanced strategies to successfully plan and execute an insider transfer. In this intermediate-level webinar, you’ll explore: A closer look at transfer techniques beyond the basics How to strategically select and coordinate the right team of advisors Financial structures and tools that support a sustainable transition Income tax considerations that can make or break your plan Real-life scenarios that illustrate both successful and failed transitions This session is ideal for business owners who are actively planning an insider transfer or advisors supporting such transitions. Gain actionable insights to help protect your legacy, preserve company value, and optimize the deal for all parties involved.