BUILDING RELATIONSHIPS | DELIVERING SUCCESS ®

Small Business Seminar – Passing the Baton: Preparing for the Next Phase of Life and Business

When:
May 10, 2017 @ 8:00 am – 10:00 am
2017-05-10T08:00:00-04:00
2017-05-10T10:00:00-04:00
Where:
5885 Robert Oliver Pl
Columbia, MD 21045
USA

This seminar will offer insights on business valuation, increasing value and marketability, a due diligence checklist, pitfalls to avoid, transitioning a business to the next generation or management group. Join panelists Jeff Agnor from Davis, Agnor, Rapaport & Skalny LLC; Robert W. Carter of Hertzbach & Company, P.A.; and Greg Lowe, CFP® of Lowe Wealth Management to discuss why having a succession and exit strategy in place will bring a measure of certainty to business owners as they create and preserve family wealth.