SIE Lunch & Learn
“Succession Planning”
Guest Presenter: Donald N. Hoffman l Hoffman Group, LLC.
September 4, 2018
11:30 am – 1:30 pm
Members: $25.00 Non-Members: $45.00
Liberatore’s
9515 Deereco Road I Timonium, MD 21093
Agenda
11:30 am—12:00 pm: Registration and Lunch
12:00 pm—1:30 am: Guest Presentation
Attendees Will Learn:
· How to transition your organization to key members (sale to third party) while gaining access to the value created in your business
· Learn tax efficient planning for an exit. So often when businesses are transitioned or sold, success is limited due to poor structuring.
· How to determine if the successors to your business are a good fit and what they need to know before heading down this path
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September 4, 2018
11:30 am - 1:30 pm