Free

Succession Planning for the Construction Industry

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Wilcox Financial Group, LLC

29 California Drive

Williamsville, NY 14221

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Description

A business exit strategy not only means having a plan for the unexpected such as financial hardship, injury, disability and even death - it also means having a plan for the succession of ownership when it comes time to hang up your hat and retire.


This workshop will discuss the process which explores all strategic options available to a business owner and how to:
• Control the process and timing of the business exit
• Reveiw current legal agreements and their relevance to the future
• Achieve your personal financial goals for a successful Retirement
• Maximize company value? Or what’s the right valuation strategy for your plan?
• Minimize taxes on the transfer or sale of their business

Nicholle Overkamp, CEO of Wilcox Financial and Sean Umlauft of Lougen, Valenti, Bookbinder & Weintraub, LLP CPA's will be co- presenting on the importance of not only having a plan, but understanding your options for succession!



FAQs

What are my transportation/parking options for getting to and from the event?

Street parking.

There is also the D'Avolio parking lot behind the building (off Village Square Lane).

How can I contact the organizer with any questions?

716-906-3175 or Sarahblankenship@financialguide.com

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Date and Time

Location

Wilcox Financial Group, LLC

29 California Drive

Williamsville, NY 14221

View Map

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