Business Succession Planning: View from the Front Lines
Date: Tuesday, January 17, 2023
Time: 5:30pm - 7:15pm
Location: The Graduate
Speaker: Sarah Subias, Jane Yates, and Jaclyn Rudebeck
Add to My Outlook Calendar
Add to My Google Calendar
|
|
|
Your January session is at 5:30 pm on Tuesday, January 17, 2023, in the Vistas Room at The Graduate Eugene. You may attend this event virtually or in-person. Please choose your preferred option below. Application for continuing education credit is pending.
Presenters are: Sarah Subias, Jane Yates, and Jaclyn Rudebeck from Watkinson Laird Rubenstein PC.
They will present considerations for planners when helping clients with business succession planning, starting with the initial investigation, options for transferring the business interests, valuation considerations, addressing the business governing documents, and what to know and consider when owners are also employees. Very much a broad-brush approach to the variety of topics planners need to consider.
|
|
If you will be attending the meeting,
PLEASE RSVP NO LATER THAN Wednesday, January 11th
online at www.eugeneepc.org
MENU
Mixed Organic Greens with Toasted Hazelnuts, Mandarin Oranges, Thyme Vinaigrette
Braised Short Ribs, Roasted Garlic Polenta, Baby Carrots, Natural Jus
Fire Roasted Vegetable Polenta Tart: Lemon Garlic Broccolini, Roasted Red Pepper Coulis (vegan)
Chocolate Torte with Mixed Berry Compote
|
|
|
As an EEPC member, you may bring guests at the standard EEPC guest rate of $50 per guest, payable at the meeting by check or credit card.
|
|
|
See Upcoming Event Calendar
