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Wealth Solutions Report

Jaclyn M. Vary, Vice Chair of Calfee’s Estate and Succession Planning and Administration practice group, was recently quoted in an article titled "Liquidity Events – Top Three Blunders of Business Sellers" by James Miller for Wealth Solutions Report.

The article discusses the top three mistakes that can happen when owners of successful, privately held businesses sell their enterprises. Jaclyn provided insights from a legal perspective on the identified errors and ways that business sellers can avoid them.

"Timing does matter as some estate planning techniques need a period of time between the estate planning transaction and the contemplated business sale," said Jaclyn.

Read the full Wealth Solutions Report article.


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