FINRA's BrokerCheck

Saving taxes in ownership transfers and investing proceeds wisely

Thirty-five percent of small business owners plan to fund their retirement by selling their business.

We developed a four-part webinar series to help you tackle the most common questions and concerns related to succession planning. This fourth webinar will show how maximizing proceeds from a sale or transfer of onwership is an important factor to consider when planning for the future. Gain useful inishgts on investing sales proceeds and planning to sustain your lifestyle and family wealth to aide in your succession planning process.



  • Ways to optimize the after-tax proceeds from the sale of your business
  • How to maximize wealth transfer to the next generation
  • Why you should have an estate plan in place prior to the sale of your business
  • What obstacles and opportuntiies you may face after the sale of your business


Materials Recording 


Meet our presenters
Cathy Shoemaker, CPA, MBA, MST
Jason Baum, CFP®, CHFC®, MBA


Jason Baum offers securities through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Meet The Rehmann Team

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