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Your Future: Business Succession Planning

Come explore how your business succession planning affects you, your family, your employees, and your community.

These free informational events are for business owners with revenue greater than $1.5 million. Light refreshments will be provide. Please register now as seating is limited.


Baby boomers are retiring in droves. Are you ready? Come learn about strategies that will maximize your retirement income and minimize your taxes. For example: have you considered selling to your employees through an ESOP (Employee Stock Ownership Plan)? It is easier than you might imagine. It also has great tax advantages for you, creates terrific middle class wealth for your employees, and communities benefit from the job retention. This is only one example of your many options.  

Let’s get real. This probably is not the first notice you have received to this kind of event. You were busy and thought to yourself “I have plenty of time to think about this.” Well the clock  is ticking! Thousands and possibly millions of dollars hang on the decisions you are making now.  

After each presentation, there will be plenty of time to answer your questions, in addition to planning a no-cost follow-up one-on-one confidential introductory meeting if you are interested.




Please register early as seating is limited.

For more information, please contact 845-489-6518 or email

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