1. Business Succession Planning
Knowing the key elements to business continuity
will help you avoid costly mistakes.
Small businesses fuel our economy - employing more than 90% of the American workforce, developing the newest
technologies and strengthening our local communities. Yet, while small businesses are ideally positioned to pull our
country out of these tough economic times, the statistics are grim: nearly two-thirds of closely-held businesses will fail
upon the death, disability or retirement of the original owner, mostly due to a lack of adequate planning and proper
funding for ownership and management succession of the business.
Business continuity is not a guarantee. Are you prepared for a transition? Do you understand the key elements
involved in succession planning? Are you aware of the potential pitfalls, as well as the tools available to help you
succeed?
Please join us for a complimentary comprehensive seminar on the business, tax and emotional aspects of creating an
effective succession plan.
Wednesday, October 7, 2009 or Thursday, October 15, 2009
6:00 PM - 8:00 PM 6:00 PM - 8:00 PM
The NIA Group The NIA Group
One Executive Drive, 3rd Fl 66 Route 17
Somerset, NJ 08875 Paramus, NJ 07652
Our panelists will share real life scenarios to illustrate the importance of succession planning and describe:
• The methods used to value a business and strategies to maximize that value.
• How the decisions you make about your business today will affect it at the time of succession.
• A proactive approach that will help prevent problems during transition.
• Tackling the most common challenges, avoiding exposure, and ensuring you have the proper plan and funding
in place.
Presented by:
Joy Elizabeth Hodge, Esq., Pashman Stein, A Professional Corporation
Maria Rollins, CPA, MST and Gerald Shanker, CPA/ABV, MST, Kreinces, Rollins & Shanker, LLC
Michael A. Gallo, CLTC, The NIA Group
RSVP to Michelle Foschino, The NIA Group at 201.336.1216. Seating is limited.
RSVP required before October 5, 2009.
Please join us for a complimentary cocktail reception following the seminar.
A PROFESSIONAL CORPORATION
COUNSELLORS AT LAW
Disclaimer: The content to be presented is not legal advice and will not create an attorney client relationship.