Succession Planning and Wealth Preservation Strategies for Entrepreneurs and Family Owned Businesses

Published on in Events

Own a business? Do you have a succession plan? Who will be your successor? Will you sell to family, employees or a third party? How do you prepare your company for that important transition? How do you know how much money you need to live the rest of your life without worry?

B&C attorneys, Joel Heriford and Cheryl Walsh, have joined with Paul Harding of WealthPoint, Jay Lohman of Lohman & Company, CPAs and Sara Gordon and Chris Siegle of JP Morgan Chase to address these questions with small groups of select business owners. To learn more, contact Cheryl Walsh at 602-234-8793 or

Share Share Share