Connecting Business & Personal Wealth: Considerations & Benefits of a Comprehensive Strategy

WEST MICHIGAN CHAPTER EVENT

Connecting Business & Personal Wealth: Considerations & Benefits of a Comprehensive Strategy


Most business owners do not consider or define their succession plan until they are ready for the actual sale or succession event. However, the ideal time to involve a professional in the development and execution of a succession plan is at least 3 years ahead of the event. When business owners fail to start planning soon enough, they sacrifice potential opportunities to maximize the value of the ultimate succession event. 

 

Learning Objectives:

  • Are you aware of strategies to consider now for a tax-efficient business transaction later?
  • Do you have the right type and structure of entity for your business succession plan?
  • Is your liquidity and cash flow adequately protected from potential creditors?
  • Is your business protected from the loss of services of a key employee or yourself?
  • Have you identified your ultimate succession outcome?

 

About the Presenters:

Learn from industry experts John Dwyers, CFP®, CPA/PFS, Director/Wealth Strategist, City National Rochdale and Gerry Gaeta, JD, MSFS, CEPA®, Managing Director/Senior Wealth Strategist, City National Rochdale.

Meet the Presenters

This meeting will be held at Calvin University, Price Conference Center, Grand Hall.

Address: 1800 E Beltline Ave SE, Grand Rapids, MI 49546

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI West Michigan 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.EPIGrandRapids.org.

About the Presenters


John Dwyer, CFP®, CPA/PFS

John Dwyer, CFP®, CPA/PFS

Director/Wealth Strategist, City National Rochdale

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Gerry Gaeta, JD, MSFS, CEPA®

Gerry Gaeta, JD, MSFS, CEPA®

Managing Director/Senior Wealth Strategist, City National Rochdale

View Bio