Building your business is a lifelong process, and deciding how or when you will sell or transition your business to a successor is one of the most important decisions you will make as a business owner. Smart business owners plan for a succession, even if they are not ready to sell in the immediate future. Come learn about success stories and strategies to consider as you plan for the future of your business.
Featured Presentation
Program Format – Case Study Presentation with a Moderated Panel Discussion
Exploring:
- The Emotional Process of Business Succession & Exit Planning
- Preserving Value Through Planning Strategies
- The Team of Advisors You Need
- The Cost of Not Planning
- Tools and Methods For Achieving Your Goals
Panelists:
- Peter De Angelo, Managing Director, Business Renewal Partners, LLC
- Jim Gibbons, Partner/PMI Portfolio Manager, G&M Investment Group
- Christine Hubbard, Esq.Brad Long, CFP, MBA, Long Financial Services
- Ed Mullen, Jr., CPA, Mullen, Sondberg, Wimbish & Stone PA
Date: Tuesday, February 24, 2015
Time: 8:00 am – 9:30 am, Continental Breakfast: 7:30 am
Location:
AAMC Belcher Pavilion, Doordan Institute (7th Floor)
2000 Medical Parkway, Annapolis, Maryland
Park in Garage E
Space is limited!
RSVP by Wednesday, February 18, 2015
443-481-4747 or [email protected]
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