Is Your Business Structured for Future Success?


Is Your Business Structured for
Future Success?

Most owners create their business structure based on what is needed at that moment in time, but few stop and think about where they are going and what the structure should look like for the future of their business. During this session, you will learn when it is time to reevaluate your current business structure and how you will be viewed from a tax, legal and financial angle by potential partners or buyers (internal and external).


Learning Objectives:

  • How often should you look at your business structure
  • Identify inefficiencies in your current business from a tax, legal and financial viewpoint
  • Learn how the new tax laws will impact you as you continue to grow your company


About the Presenters:

Learn from industry experts John Lewis IIJeffrey A. Ford, and Michael Venditti.

Meet the Presenters


Thanks to our sponsors!

This meeting will be held at the Duquesne Club.

Address: 325 Sixth Avenue, Pittsburgh, PA 15222


The EPI Pittsburgh 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

About the Presenters

John Lewis II

John Lewis II

Founding Member of Metz Lewis Brodman Must O’Keefe LLC


Jeffrey A. Ford

Jeffrey A. Ford

Partner at Grossman Yanak & Ford LLP


Michael Venditti

Michael Venditti

Vice President of PNC Mezzanine


Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit (pending approval)


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