Willoughby Western Lake County Chamber of Commerce

Breakfast Seminar: Why you need to Look Before You Leap

Why you Need to Look Before you Leap:
Critical Factors to Consider Before you Structure A Business Succession Plan

Come and hear Mario J. Fazio Esq., (Partner and tax attorney with Meyers, Roman,
Friedberg & Lewis), John F. Herubin (Senior Vice President at Edgepoint Capital
Advisors) and Jason R. Bogniard (Principal with Apple Growth Partners) discuss critical issues to consider when planning for retirement of sale of the business. This seminar particularly addresses the business owner, family members, and advisors, and presents strategies for preparing a business for sale to a third party, structuring the sale of a business to family members of key employees, or passing the business on to heirs by gifting or selling.

See Attached Flyer

Breakfast Seminar: Why you need to Lo...

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Date and Time

Wednesday Nov 19, 2014
7:30 AM - 9:30 AM EST

Wednesday, November 19th
7:30-8:00am--Registration & Breakfast
8:00-9:30am-- Program and Q&A

Location

Holiday Inn at Rt. 2 & 306

Fees/Admission

No Cost
RSVP: Sara Cox- scox@meyersroman.com
216-831-0042

Contact Information

Sara Cox 216-831-0042
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