Business Succession Planning 101: What's your Plan?

816 Ludlow Ave,Rochester MI 48307

13 April, 2021

Description

Business Succession Planning 101: What's your Plan? We are proud to announce a great collaboration of local professionals to provide an informative session on Business Succession Planning. Join us at Rochester Community House on April 13th at 6pm. Brad Lambert - Lambert Law Legal challenges a business owner or professional must resolve to create and implement a successful succession plan. We will focus on the documents and business structure options available for sophisticated planning. Lindsay Goebel - State Farm Efficient funding options and risk mitigation tactics for successful plan execution and business continuation. Julie Lobaza - Rochester Wealth Strategies How to optimize retirement plans by integrating the business into personal planning and building financial strategies intended to help create personal wealth. Kevin Friedrich - Level One Bank The different bank accounts that can be used to fund a business trust and lending options to fund an Employee Stock Ownership Plan (ESOP).