为出售企业做准备：时间表

For owners of family businesses and other closely held companies,the opportunity to sell and generate liquidity can be both exciting andoverwhelming. Stakes are high for the owners, from both a financial andemotional standpoint. Careful planning for the goals you are trying to Personal Planning(should begin 6–12 months prior to sale) Establish revocable trusts thatadapt to your needs throughout Identify capital lossopportunities Estimate core capital requiredto maintain lifestyle Establish timeline, amounts,and other considerations in Take advantage of any non-qualified deferred income Consider insurance strategies tomeet any estate tax shortfall Consider near- and long-termplanning objectives including Develop optimized allocationsbased on tax assumptions, Incorporate asset protectionand thoughtful distribution Review existing estate planand model the impact of a Business Sale Process Marketing theBusiness Upfront Due Diligence Start-up and Legal Kickoff Process Hire investment bankHire legal counselPre-kickoff meetings Conduct third-partydue diligenceReview upfront business Collect Indications ofInterest (IOI) Organize kickoff callswith investment bankersDetermine go-to-marketstrategy Develop teaserPrepare buyer listsCIP distributionFireside chat meetingsBuyer communication Regulatory filingsClosing approvals andconsents Illustrative Proceeds Maximization Case StudyProper planning allows for substantial tax savings Situation:Founder/shareholder to receive $100 million in proceeds from a transactionObjective:Intends to donate roughly one third to charity over lifetime, one third to children Sale of Company($100 million interest) Wealth Transfer, Prior toTransactionFund trusts for three children Realize Income and EstateTax SavingsMaintain desired lifestyle while