Proactive Exit and Succession Planning:
Mapping Out a Smooth Transition
Upcoming Event!
Proactive Exit and Succession Planning:
Mapping Out a Smooth Transition
As a business owner, you understand the importance of careful planning for the future of your company. At this exclusive event, you’ll have the opportunity to:
- Gain insights from industry professionals. Attorneys Nick Mesirow and Frank Godfrey of Moomaw, Mesirow & Godfrey, LLP, CPA Scott Bargaehr with Lewis Group CPAS, and Mark Grubbs with WestPac will share their experience and practical advice on exit and succession planning.
- Network with like-minded entrepreneurs. Connect with fellow business owners who are also navigating the complexities of planning for the future.
- Explore strategies and solutions. Discover innovative strategies and tools that can help you successfully transition your business when the time is right.
- Ask questions about your unique situation. Get answers to your specific questions and concerns during our interactive Q&A session.
We look forward to welcoming you to this informative and engaging event. Together, we can ensure that your business’s future is as bright as its past.
Event Details
Date:
October 16, 2024
Time:
3:30–5:30pm PST
Location:
The Beaverton Round Executive Suites
12725 SW Millikan Way
Suite 300
Beaverton, OR 97005
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