Business Owners and Divorce

ROCKY MOUNTAIN CHAPTER EVENT

Business Owners and Divorce


Divorce can be very disruptive to a privately owned business.  Should spouses stay in business together?  Buy one of the spouses out?  Sell to a third party?  Is the business all community property or partially the separate property of one spouse?  This presentation will provide considerations to business owners and their advisors on how to navigate a private business interest in a divorce.

 

Learning Objectives:

  • To understand how a business owner could be affected by a divorce
  • To understand how to protect assets in the event of a divorce
  • To understand the pros and cons associated with specific asset protection strategies

 

Meet the Presenters:

Learn from industry expert Rebecca Alexander, Sherman & Howard, Bonnie Gibbs, Gibbs-Cates Wealth Management, UBS, & Marie Avery Moses, Lass Moses & Ramp LLC.

Meet the Presenters

 

This meeting will be held at The Commons on Champa.

Address:1245 Champa St, Denver, CO 80204

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Rocky Mountain 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.EPIRockyMountain.org.

About the Presenters


Rebecca Alexander
Bonnie Gibbs

Bonnie Gibbs

CFP®, CIMA®, CDFA®, Gibbs-Cates Wealth Management - UBS

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Marie Avery Moses

Marie Avery Moses

Lass Moses & Ramp LLC

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Continuing Education


One (1) CPE Hour

One (1) CEPA Credit

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).