Business Succession Planning Workshop and Networking Event

Exclusive event

Crew’s Nest Put-In-Bay
5/16/25
12:15 p.m. - 5:00 p.m.

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