The pandemic prompted a record number of business owners to reconsider their retirement timelines. But questions of how to exit the business you’ve built and hammer out a succession strategy can be overwhelming.
In this interactive session, Kevin Haley, a partner with Brann and Isaacson Attorneys at Law, Spinnaker Trust Principals Drew Oestreicher, a Certified Exit Planning Advisor (CEPA), and Senior Client Advisor, Jeannine Pendergast, CPA, an ESOP Client Advisor, will walk business leaders through what factors to consider if they’re ready to sell, the pros and cons of different succession options, and special considerations to make with Employee Stock Ownership Plans, or ESOPS, which are becoming increasingly popular.
Growth Basics for Business
To keep Growth Basics for Business accessible to all, Eaton Peabody and the Chamber have decided to continue bringing you this series in a VIRTUAL format, FREE for both members and non-members!
CALL FOR PRESENTERS! The Chamber is currently accepting pitches for our upcoming 2022-23 events season! If you or your organization has a useful practice or informative presentation that our business community could benefit from, please fill out the general presenter proposal form HERE or contact the Chamber directly with any questions.
