Legacy Transition- A Panel Discussion

LEHIGH VALLEY CHAPTER EVENT

Legacy Transition- A Panel Discussion


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.

 

Learning Objectives:

  • 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:

Learn from industry experts Brian Sharkey, Buddy Lesavoy, Joshua Dodd, and Bob McCormack about legacy transitions and their experiences.

 

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

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI 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.EPILehighValley.org.

About the Presenters


Buddy Lesavoy

Buddy Lesavoy

Partner at Lesavoy Butz & Seitz LLC | Business Lawyer

View Bio

Bob McCormack

Bob McCormack

Managing Partner of Murphy McCormack Capital Advisors

View Bio

Brian J. Sharkey

Brian J. Sharkey

Director, Audit & Accounting, Kreischer Miller

VIEW BIO

Josh Dodd

Josh Dodd

Senior Relationship Manager for Univest’s Lehigh Valley Commercial Banking Group

VIEW BIO

 


Continuing Education


One (1) CPE Hour

One (1) CFP® Hour (pending approval)

 *Proper documentation must be collected and submitted to qualify for continuing education.

The Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: www.learningmarketing.org.