LEAD - Succession Planning: Who Will Own Your Business Next?
Who Will Own Your Business Next? Succession Planning for Small Business Owners - Join us for a presentation and conversation on what you need to start doing, today, to plan for a successful ownership transition.
Sponsored by Waldheger Coyne, the session will help you:
- Define your goals and objectives - for the business, and for you and your family;
- Outline your available transfer options;
- Help you develop a team of advisors;
- Get your business ready for transition; and more!
The hope is to have as much conversation as presentation - so bring your questions!
Presenters: Mary Giganti, Attorney, Waldheger Coyne Chris Cooper, Director, Ohio Employee Ownership Center at Kent State University
This lunch-and-learn is open to members of the Rocky River, Lakewood and Fairview Park Chambers of Commerce. The event is free, lunch will be provided. Registration is required.
Meet the presenters:
Chris Cooper is the Director of the Ohio Employee Ownership Center (OEOC) at Kent State University. In his 20-plus years at the OEOC, he has done almost everything at one point or another, but now focuses primarily on ownership culture education and coordinating Ohio’s Employee-Owned Network; working with business owners on succession planning and sales to employees; and business development and employee-owned start-ups. He was formerly a contributor on the COSE Mindspring website (an online resource for small business in NE Ohio), the Small Business Advocacy Blog of the Small Business Advocacy Council in Chicago, and formerly to Slate.com’s BizBox small business blog. In 2010, Chris was designated a Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute (EPI).
Mary Giganti is vice-president and a partner at Waldheger Coyne. She has over 30 years of experience working with closely-held businesses and business owners. Combining her knowledge in the areas of retirement plans, estate planning, and taxes, Mary provides well-rounded succession planning counseling to business owners. Mary is a contributing editor to the 401(k) Advisor and a frequent speaker for various organizations.