Business Succession Planning Workshop and Networking Event
Exclusive event
We are pleased to extend to you for an informative and engaging event tailored to physicians, dentists, and veterinarians. Join us at Put-in-Bay at the historic Crew’s Nest for an afternoon of insights and discussions relating to the latest legal developments affecting your business and financing solutions to optimize your practice.
Event Schedule:
12:15 - 1PM Arrival and Networking
1:00 -3:30 PM Interactive Presentations and Discussion
3:30-5:00 PM Cocktails and Networking
Presenters:
Patrick Sadowski - Eastman & Smith
• Estate Planning for Professionals
John Harvey - Huntington
• Merchant Services- Practice Management Bridge
Mindy Carr - Huntington
• Private Bank Capabilities
Kaden Weaver - Eastman & Smith
• Exploring the Series LLC for Practice/Business Structure
Deborah Sheppard—Huntington
• Practice Capabilities Start Up’s, Expansions, Real Estate and Acquisitions
Breanne Rubin - Eastman & Smith
• The critical role of buy-sell agreements in succession planning
Questions? Please contact Mark Elliott, Director of Business Development
(419)247-1586 or mcelliott@eastmansmith.com