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 or 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 or key employees, or passing the business on to heirs by gifting or selling.

Please join us for this (no-cost) breakfast seminar:

When: Wednesday, November 19, 2014
Where: Holiday Inn at Rt. 2 & 306
Time: 7:30 am — 8:00 am — Registration & Breakfast, 8:00 am — 9:30 am – Program and Q & A
RSVP: Sara Cox – scox@meyersroman.com or (216)-831-0042