Business Succession Planning Workshop and Networking Event  

Crew’s Nest Put-in-Bay
5/17/24
1:00 - 3:30 p.m.

We are pleased to extend an exclusive invitation to you for an informative and engaging business event tailored to business owners, executives and accounting professionals. Join us for an afternoon of insights and discussions on the latest legal developments and financing options for business owners who may interesting in buying/selling or transitioning their business.  Presenters include:

Patrick Sadowski - Eastman & Smith
Business Succession Planning

Anna Schroeder - Eastman & Smith
Estate and Gift Tax Update

Tami Decator - Huntington Bank
SBA Financing for Acquisitions

Mindy Carr - Huntington Bank
Best Practices and Actions Steps Prior to Sale

Kaden Weaver - Eastman & Smith
Corporate Transparency Act Compliance

Bre Rubin - Eastman & Smith
Structuring Equity vs. Asset Transaction

Why Attend:
• Gain valuable insights into recent SBA financing options that could positively impact your acquisition or transfer.
• Stay up-to-date with the latest legal trends in asset transfer, tax and succession planning geared to help you make informed decisions about your business transition.
• Network with fellow business owners and other business professionals, fostering meaningful connections within the community.
• Enjoy a complimentary cocktail reception following a day of learning and networking.
• This event provides a unique opportunity to connect with industry specialists, share experiences, and gather valuable information that can shape your business strategies moving forward.

Questions? Please contact  Mark Elliott (419) 247-1586 or mcelliott@eastmansmith.com