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L3 - Continuity Planning for Construction Contractors 
Date/Time:
June 10, 2014   9:30am - 10:45am
 
Format:
       
  Synced Audio / Video / Slides
 
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This dynamic presentation will include an overview of current issues and trends in the continuity planning process for closely held construction com- panies. Additionally, it will include ideas and strategies to e ectively prepare for ownership and leadership transitions. Participants will receive practical information regarding the implementation of strategies that have proven to be e ective. Topics to be covered will include:
  • The effect of construction industry issues and trends on the continuity planning process
  • Review of estate tax laws and regulations
  • Construction company valuation techniques and strategies
  • Newco concept – formation and implementation
  • Phantom stock concept
  • Surety and banking concerns and considerations
  • Continuity planning strategies to avoid
 


 
 
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