Business Transition Forum: Strategies for
Employee Retention & Succession
- Make smarter, more informed financial decisions
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Implement succession and ownership strategies
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Leverage tax-smart approaches to maximize value
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Retain and incentivize key employees
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Identify and mitigate potential risks
Event Details
Date:
November 5, 2025
Time:
3:30–5:30pm PST
Location:
Courtyard by Marriott
15686 SW Sequoia Parkway
Tigard, OR 97224
To secure your spot, please make sure to register early as space is limited.
If you have questions or require additional information, do not hesitate to reach out.
Meet the Speakers
Nick Mesirow
Moomaw Mesirow & Godfrey
Frank Godfrey
Moomaw Mesirow & Godfrey
Scott Bargaehr
Lewis Group CPAs
Mark Grubbs
WestPac Wealth Partners
Register for This Event
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This event is being coordinated with thanks to our colleagues at:
Mark Grubbs is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance Products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #1541031. | Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. | Nick Mesirow, Frank Godfrey & Scott Bargaehr are independent of and unaffiliated with Guardian, its affiliates or subsidiaries. Their opinions are not necessarily those of Guardian or its subsidiaries and such opinions are subject to change without notice. | 7010109.1 Exp. 10/17/24