SIE Educational Seminar: “Succession Planning”

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



 9515 Deereco Road I Timonium,  MD 21093



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

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