Cleveland-chapter

Owner Exit Options

NORTHEAST OHIO CHAPTER EVENT

Owner Exit Options


Most business owners are not aware of all their exit options. In this panel discussion, hear from several advisors and business owners about the different exit options that are available including family transitions, sales to an unrelated third party, sales to private equity, and ESOPs. Learn some of the advantages and disadvantages of each and how to help a business owner identify which is the best option for them!

**Advisors must bring at least one business owner in order to attend.

 

Learning Objectives:

  • List the various exit options
  • Contrast the pros and cons for specific exit options
  • Identify the steps involved in ESOP

 

Meet the Presenters:

This meeting will consist of panelists Shawn Ely of Lazear Capital, Michael Fischer of Metisentry, Glen Newcomer of Newcomer Farms, Inc., JJ Scaravilli of The Vitruvian Group, Mike Trabert of Skoda Minotti and will be moderated by Eric Schwarz of BNY Mellon Wealth Management.

Meet the Panel

 

Thank you to our Sponsor:

This meeting is sponsored by Calfee, Halter & Griswold LLP.

 

This meeting will be held at the Embassy Suites by Hilton Cleveland Rockside.

Address: 5800 Rockside Woods Boulevard Independence, OH 44131

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Northeast Ohio Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPICleveland.org

About the Presenters


Shawn Ely

Shawn Ely

Lazear Capital

VIEW BIO

Michael Fischer
Glen Newcomer

Glen Newcomer

Newcomer Farms, Inc.

VIEW BIO

JJ Scaravilli
Mike Trabert, CPA, CVA, CMAP, CM&AA, CEPA

Moderated By:

Eric Schwarz, CFP®, CEPA

Eric Schwarz, CFP®, CEPA

BNY Mellon Wealth Management

VIEW BIO


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® hour

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.