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Succession Planning Seminar Series Part 2

November 6, 2015 @ 8:00 am - 11:30 am

Kruggel Lawton is Proudly Sponsoring This Seminar Series
Presented by the Greater Elkhart Chamber of Commerce

*All events to be held in the Chamber Offices, 418 S. Main St., Elkhart from 8:00-11:30 a.m.

Which side of the baton are you on? Do you have retirement and sandy beaches in your near future? Maybe you're just getting started and want to buy an existing company or take over the family business. Whatever your situation, there's a lot to consider. In this two part seminar series, presenters from Sanders Pianowski, Kruggel Lawton CPAs and 1st Source Bank will provide an overview of what you'll need for a successful handoff that will put you in a winning position. The first session took place on October 8 and covered legal, tax, and business valuation considerations. In this second part of the series, representatives from 1st Source Bank will talk about financing and estate planning considerations for the buyer and seller.

Friday, November 6
Financing and Estate Planning Considerations

For the Buyer

  • What your financial institution will be looking for
  • Funding options – insured/non-insured

For the Seller

  • How to protect and preserve your estate

Presenters: Paul Gifford, CFA – VP, Investment Advisor; Kurt Thompson, CPA – SVP Managing Director PAMG; Carrie Kosac, - VP, SBA Lending & Economic Dev. at 1st Source Bank

Cost

Chamber Member:
$25 per person

Non-Member:
$50 per person

*If you are a client or friend of Kruggel Lawton, we would like to provide this seminar series to you complimentary. Please contact Erin Heldstab for more information.

Register

Register online with the Chamber here.

Details

Date:
November 6, 2015
Time:
8:00 am - 11:30 am
Event Categories:
,
Website:
https://www.elkhart.org/events/event-detail.cfm?id=234&m=2015-11

Organizer

Greater Elkhart Chamber of Commerce
Phone:
574.293.1531
Website:
http://www.elkhart.org

Venue

Greater Elkhart Chamber of Commerce
418 S. Main St.
Elkhart, 46517
Phone:
574.293.1531

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