The Legal Do's and Don't of Internal Transactions Ft. Paul Schwinn

Transferring a business to a key employee or family member sounds straightforward — until the legal complexities start surfacing. Paul Schwinn, Shareholder at Shulman Rogers and Co-Chair of its Startups and Emerging Growth Companies Practice Group, joins Pat and Walter to walk through the legal do's and don'ts of internal transactions. From deal structure and equity mechanics to the mistakes that derail these transitions at the last minute, Paul brings a business-minded legal perspective that every owner considering an insider transfer needs to hear before they get too far down the road.  Guest: Paul M. Schwinn, Shareholder & Co-Chair, Startups and Emerging Growth Companies Practice Group, Shulman RogersConnect with guest: shulmanrogers.com/attorneys/paul-m-schwinn/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.