The 5 Categories That Decide If You're Ready to Sell
Discover the five exit readiness categories—financial readiness, operational independence, deal structure awareness, personal readiness, and market position—to decide if you’re truly ready to sell your business
What Actually Works in Asset Protection (and What Doesn’t)
What Actually Works in Asset Protection (and What Doesn’t)
Asset protection is no longer optional—it’s expected.
But most plans fail where it matters most: under scrutiny.
In this advanced session, Wayne Zell walks WealthCounsel members through a complete, real-world framework for designing defensible asset protection strategies—from foundational trust planning to sophisticated domestic and offshore structures.
Continuity in Crisis: Preparing Your Business for the Unexpected
May 6-9th 2026
Dive into the heart of planning for the unexpected with Wayne Zell's interactive workshop for business exit planners, inspired by his award-winning publication, "Your Multimillion-Dollar Exit – An Entrepreneur’s Business Success(ion) Planner." This immersive experience is not just a workshop; it's a journey through the real-life stories of entrepreneurs who have faced and solved the complexities of succession planning amidst unforeseen circumstances.
What is a Self-Canceling Installment Note (SCIN)?
Discover the power of Self-Cancelling Installment Notes (SCINs) for family business transfers and estate planning. Learn how SCINs work, their tax benefits, and when to use them. Explore the advantages of SCINs in minimizing gift and estate taxes while transferring property between family members. Optimize your wealth transfer strategy with expert insights on Self-Cancelling Installment Notes.