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
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...
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
Send Email
Printed courtesy of www.wwlcchamber.com – Contact the Willoughby Western Lake County Chamber of Commerce for more information.
28 Public Square, Willoughby, OH 44094 – (440) 942-1632 – info@wwlcchamber.com