You have invested finances, time and sweat into your business. You have a strategic business plan and have poured everything into your company. It’s thriving and established. But, how have you prepared for the future? Is your company prepared for the time when you may wish to retire, or when unforeseen circumstances require change?
Don’t be caught off guard. Prepare yourself to develop a plan that is consistent with your philosophy, mission and values. Consider implications on family, taxes and legal ramifications. To prepare you for a smooth transition, Geauga Growth Partnership is offering a free presentation entitled “Succession Planning: You& the Future of Your Business.”
This event will be held on Friday, May 15, 2015 at Kent State University Geauga, 14111 Claridon Troy Road, Burton OH 44021, from 7:30 – 10 a.m.
Registration and Networking will be from 7:30 – 8:00 a.m. and 8:00 – 10:00 a.m. will include the program with Q&A portions. Register online here.
A distinguished panel of experts will discuss the important aspects of planning for a successful business future, covering topics of Business Organization, Tax Implications, Valuation, Legal, and Asset & Transfer Funding. This free event is presented by Geauga Growth Partnership in conjunction with McDonald Hopkins, Capital Advisors, Kraninger & Associates and Beacon Financial. Light refreshments will be available.
Carl J. Grassi, Firm President of McDonald Hopkins, LLC, serves as corporate counsel and business advisor to a number of middle market and growth companies. He has extensive experience assisting clients in areas of complex mergers and acquisitions, choice of entity planning, business succession planning, financing and structuring ESOPs, executive compensation and tax planning, creation of family limited partnerships, formation and use of limited liability companies, and IRS controversies.
Neil J. Waxman is a CERTIFIED FINANCIAL PLANNER(tm), an Accredited Estate Planner(r) and a Managing Director at Capital Advisors, Ltd. in Shaker Heights, Ohio. He has over 30 years of experience advising high net worth family business owners. His practice focuses on, but is not limited to, the integration of wealth management with the various tools and techniques of business succession and corporate transaction strategies.
David Kraninger, President of Kraninger & Associates, is also the Geauga Growth Partnership Business Consultant, who provides consulting services to GGP members as needed. Consulting assignments include Organizational Development, Cost Structure and Analysis, Sales and Marketing, which include evaluating core competencies, improving product margins, and reorganizing businesses to reduce queue time and improve through put.
Peter Franz (Event Moderator) is an Advisor and the Co-Chief Investment Officer with Beacon Financial Partners. As Co-CIO, Mr. Franz is responsible for researching and developing the investment platform for the firm and facilitating the relationships with the numerous asset managers that partner with Beacon. As advisor he works with individuals, families, businesses and institutions to provide comprehensive planning and investment strategies. He serves as a bridge for legacy transition in helping his clients to identify the purpose of their wealth and maximizing its utility to achieve financial objectives.
Geauga Growth Partnership provides high-level educational opportunities for Geauga County businesses in areas of best practices, business law, finance, human resources, health care, and more.