Does the Future of Your Business Keep You up at Night?

Posted in: Seminars
May 17, 2017 3:30 PM
Worcester Club 1 Oak Street Worcester, MA 01609
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Succession Solutions for Closely-Held Business Owners & Partners

As a Business Owner/Leader, you have been the overriding factor in the success of the business. Your business has afforded you, your family, and your employees a certain lifestyle today... but have you thought about tomorrow and beyond?

Guest Speaker: Retired CEO, Bill Aubuchon of Aubuchon Hardware will share his experience in a 4th Generation Business.

JOIN US Wednesday, May 17, 2017

Presentation 3:30 - 5:00 PM | Networking 5:00 - 6:00 PM

Explore ways to achieve a successful legacy:
What is Your Exit Strategy?  Sale of Your Business or Succession at Death?

  • Business Valuation
  • Tax Implications
  • Family Implications
  • Buy/Sell Agreements
  • Estate Taxes/Settlement Costs
  • Asset Protection

Good planning begins with Plan Review.

Join us  Wednesday, May 17, 2017Presentation 3:30-5:00PM | Networking  5:00-6:00PM


Sean McCloskey, CLU, CFBS, AEP | Senior Consultant at Marsh & McLennan Agency

Patrick F. Olearcek, JD, CLU, ChFC | Assistant Vice President at MassMutual

Posted in: Seminars