Transitioning the Business
During this MANAcast, you will:
- Gain insights into the 2026 business landscape, including industry performance trends, tariff refund opportunities, the growing impact of AI, increased commission claim activity, and ongoing market consolidation.
- Learn practical strategies for planning ahead, from strengthening principal relationships and forecasting future needs to managing expenses, reviewing rep agreements, and evaluating tax structure options.
- Explore the advantages of different business entities, including Partnerships, S Corporations, and C Corporations, and understand how personal goodwill can influence long-term business value.
- Prepare for ownership transition by retaining key talent, implementing effective incentive plans, updating buy-sell agreements, and understanding the factors that drive business valuation and after-tax outcomes.
Joe Camilli is a Shareholder in von Briesen & Roper, S.C.’s Business Practice Group. He serves as the Chair of the Start-Up and Next Level Planning Section and focuses his practice on business and corporate issues, mergers and acquisitions, and employment matters. Joe enjoys working with entrepreneurs, start-ups, and small businesses. Joe is also the co-Chair of the Independent Sales Representative Section, where he works with business owners on agency succession planning, owner agreements, and manufacturer representative contracting.
Joe finds the greatest success and joy in helping clients navigate and conquer the challenges and opportunities they face. Whether clients need help selling their business, navigating a challenging employment situation, or raising capital to take their business to the next level, he is prepared and eager to offer high quality, timely, and cost-effective service.
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