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FINANCIAL PROTECTION SERIES PART 4 OF 4
Preserving Wealth Through Business Succession:
Ensuring Continuity and Wealth Security
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CNB St. Louis Bank - Maplewood
Gain invaluable insights on business succession planning at our upcoming panel discussion. This is a unique opportunity to learn from industry leaders, network with peers, and ensure your business’s future success.
Key Takeaways:
- Identify Key Business Metrics: Discover what buyers look for and how to make your business more attractive.
- Understand Tax Implications: Gain clarity on how different tax scenarios can impact your succession choices.
- Legal and Financial Safeguards: Ensure both outgoing and incoming leaders are protected during the transition.
- Avoid Common Succession Planning Mistakes: Learn how to sidestep pitfalls and ensure a smooth transition.
Registration:
About the Panelists:
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Krilogy
Jared Freese, CFP®, CLU®, CEPA, ChFC®
Gatewood Wealth Solutions
As Wealth Advisor, Jared ensures that your client care journey with GWS is nothing short of exceptional, especially during times of crucial or complex life decisions. Jared is a Certified Exit Planning Advisor, a designation for professionals who are trained to assist business owners in preparing for and executing their business exit strategies. Jared is a Certified Financial Planner® (CFP®) professional, a designation that demonstrates his proficiency in financial planning, risk management, investment, tax planning, retirement, and estate planning advising. He also holds his Chartered Life Underwriter (CLU®) designation, a testament to his deep understanding of insurance’s advanced applications in estate and business planning.
Brent McClure, CPA®, MBA, CEPA
Anders CPAs + Advisors
As a partner in tax and leader of the Business Transition Planning and Banking and Financial Institution Tax practice, Brent works with high net worth individuals and small businesses on their tax planning, compliance and succession planning needs. With over 25 years of experience, Brent enjoys helping clients manage their financials so they can focus on the areas of business that are most important to them. Finding hidden tax credits and benefits to save clients money is something Brent is passionate about.
Benjamin Strake
Premier Business Brokers
Ben has a passion for helping business owners simplify the process of selling their most valuable asset – which is why he launched Premier Business Brokers in 2014. Premier Business Brokers is a full-service business acquisition firm specializing in the confidential process of buying and selling privately held companies. Every business is unique, and every business owner has distinct objectives. Ben understands those many variables and in knowing how to address them most effectively, and his mission is to cultivate client satisfaction resulting in the form of successful business transactions.
Moderator:
Past Events
FINANCIAL PROTECTION SERIES PART 1 OF 4
Preserving Wealth Through Estate Planning:
Strategies to Protect Your Future Legacy
FINANCIAL PROTECTION SERIES PART 2 OF 4
Preserving Wealth by Protecting Your Business Assets:
Safeguard Your Wealth from Internal Threats
FINANCIAL PROTECTION SERIES PART 3 OF 4
Preserving Wealth with Cybersecurity for AI :
Leverage AI Tools While Managing Cybersecurity Risk
Ashley Pyle and Jamie Wottowa of GadellNet joined us to help guest understand how to leverage AI tools in their organizations along with insights on how companies and users must protect themselves as AI tools and technologies are changing at a rapid pace. The presentation included a live demo in a readily available generative AI tool, so attendees saw firsthand the real-world implications of incorporating an AI tool into their daily workflow.