East Side Breakfast - Planning the Disposition and Management of Closely-Held Businesses sponsored by Sequoia Financial Group
Join us for breakfast and networking at 8:00am and the program will begin at 8:20am.
Please note the special time and location of this event.
About the Program: The issues arising from the need to retain key employee/managers in closely-held, often family owned, businesses is analyzed from both the owner’s perspective as well as the key manager/employee’s vantage point. The program has an emphasis on practical solutions including equity participation by key employees and phantom/golden handcuff arrangements. The issues related to passing on the family enterprise or selling it are discussed including how a sale or transfer to the next generation impacts the successful operation of the enterprise and the motivation of the key contributors. This will be a repeat presentation from the west side breakfast held on September 25, 2019.
About the Speaker: James S. Aussem is a shareholder in the Cleveland law firm of Cavitch Familo & Durkin, Co., LPA, as well as a member of its board of directors and Chair of the Business Practice Group. Mr. Aussem’s practice is focused on succession planning, mergers and acquisitions as well as estates and trusts. Mr. Aussem served as the 90th president of the Society of Financial Service Professionals from September 1, 2017 until August 31, 2018. He has been chosen as one of America's Best Lawyers every year since 2009 and for the past 9 years he has been chosen in two categories, Corporate Law and Trusts and Estates. Mr. Aussem is a frequent speaker, facilitator, and instructor for many professional organizations on topics such as business succession, buying and selling businesses, estate planning, insurance, trusts and estates. Mr. Aussem has been designated an Accredited Estate Planner (AEP®) by the National Association of Estate Planners & Councils. Baldwin Wallace University in 2004 presented him with its Distinguished Alumni Award and The Cleveland Chapter of the Society of FSP named him its Financial Service Professional of the Year in 2013. Mr. Aussem is AV® Preeminent Rated – by Martindale-Hubbell the leading rating organizations for practicing attorneys.
Kimberly Stein, Esq. │ 2019-2020 Program Chair
Reservation Policy – All attendees are encouraged to register on or before 10/28/19 and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $25 for members when paid in advance before noon 10/28/19, $40 for members at the door, $40 for guests, and $200 for a table of six (please submit names to firstname.lastname@example.org by 10/25/19). If you reserve and are unable to attend, please call the office to cancel by noon 10/28/19 to avoid a no-show reservation billing.
Continuing Education – EPC Cleveland has received approval for this program from the CFP® Board of Standards for CFP® designation holders and from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit. EPC Cleveland has also received credit from the Ohio Department of Insurance. A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.
Thank you to our sponsor: