Seminar Series: Successful Business Succession Planning Joint Seminar - Strauss Attorney's & Steward Partners
As a business owner, have you ever thought about how you will exit your own business one day? When is the right time? Who will purchase it? Will you get the value you want? How can you minimize taxes? How will it affect your family planning?
Succession planning is an important part of any business to help it run smoothly and without interruption whenever there is a change in ownership or leadership.
This presentation will help business owners learn the benefits of Business Succession Planning and the risks of waiting to plan.
Speakers Include:
- Brad Henry, Attorney
- James Fleming, Attorney
- Boaty Alexander, CLU, ChFC, Wealth Manager
- Peter Shanahan, CFP, MPAS, Wealth Manager