Please join us for a panel discussion which will provide insight into the critical issues associated with the transition of a private company. We will explore the transfer options available and the challenges that owners face when making these difficult transition decisions. Our panelists will be comprised with a variety of professional advisors who will also share some success stories, as well as a few “not-so-successful” stories.
Please note there will be a cash bar.
- Discuss the challenges associated with a private company transition
- Review the options available to a privately held business
- How to advise your client to prepare themselves and their business
- Obtain insight on legacy planning from each of the different panelists
About the Presenters:
Thank you to our Sponsors:
This meeting is sponsored by Univest Bank, Kreischer Miller, Murphy McCormack Capital Advisors, Lesavoy Butz and Seitz LLC.
This meeting will be held at Lehigh Country Club.
Address: 2319 S Cedar Crest Blvd, Allentown, PA 18103