“I have owned my business for many years, and I want out." A Panel Discussion on Business Transition and Succession Planning

Date: Tuesday, March 10, 2020
Time: 5:00pm - 7:30pm
Location: Springfield CC, 400 W. Sproul Rd, Springfield, PA
Speaker: Robert Simpson, CPA, MT; Daniel Gomez; William A Doyle, Esq.; & Brett David Sovine

NOTICE OF MEETING 

TUESDAY MARCH 10, 2020

TOPIC: “I HAVE OWNED MY BUSINESS FOR MANY YEARS, AND I WANT OUT"

A PANEL DISCUSSION ON BUSINESS TRANSITION AND SUCCESSION PLANNING

Moderator - Peter Tedesco, Esq., Wealth Management Consulting

PANEL PRESENTERS

Robert Simpson, CPA, MT - Managing Partner, Brinker Simpson and Co., LLC        

Daniel Gomez, Principal and Co-Founder GGN Group, a consulting firm offering change management, business transition planning and management consulting                

William A. Doyle, Esq, Owner and President, Bridle Brook Group, Business Brokers and Merger and Acquisition Specialists.

Brett David Sovine, Managing Director Private Banking, Brown Brothers Harriman Center for Family Business

This panel of experts will discuss succession planning for owners of privately held businesses and the various aspects and considerations of transitioning the ownership and management of these businesses.

SPONSORED BY BROWN BROTHERS HARRIMAN TRUST COMPANY OF DELAWARE, N.A

 


DATE: TUESDAY MARCH 10, 2020

TIME: 5:00 TO 5:45 P.M.  CASH BAR; 5:45 TO 6:15 P.M. DINNER; 6:15 TO 7:15 P.M.  PROGRAM

LOCATION: SPRINGFIELD COUNTRY CLUB, 400 W. SPROUL RD., SPRINGFIELD, PA

REGISTER ONLINE AT LINK BELOW OR COMPLETE THE FORM BELOW AND MAIL TO: DCEPC, PO BOX 2083, MEDIA, PA 19063 WITH CHECK PAYABLE TO DCEPC. TO REGISTER BY PHONE, CALL DONNA WILLIS AT 610-565-3800 X 5.

 


----- REMINDER -----

OUR MEMBER-GUEST INTIATIVE HAS BEEN EXTENDED TO THE  MARCH 10TH MEETING! MEMBERS CAN BRING ONE GUEST FREE! SPOTS ARE LIMITED SO TAKE ADVANTAGE OF THIS GREAT OFFER FOR YOU AND A COLLEAGUE WHILE YOU CAN! 

 


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DELAWARE COUNTY ESTATE PLANNING COUNCIL  – CLE SEMINAR – MARCH 10, 2020

 

NAME(s):_____________________________________________________                                                              

ADDRESS:  _________________________________________________________________

PHONE  ___________________________       AMOUNT ENCLOSED:  __________________   

 

[     ]   $40.00 for Estate Planning Council Members (buffet dinner)

[     ]   $45.00 for Estate Planning Council Members registering after 3/8/20 (dinner)

[     ]   $65.00 for Estate Planning Council Members (buffet dinner(40.) and CLE(25.)

[     ]   $75.00 for Non-Members of the Estate Planning Council (buffet dinner(50.) and CLE(25.)

[     ]   $70.00 for Members of the Estate Planning Council registering after 3/8/20 (buffet dinner and CLE Credit)

[     ]   Prepaid dinners with DCEPC membership dues. For CLE (25.to be paid)

See Upcoming Event Calendar