Business Milestones - BPU...
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BUSINESS MILESTONES: SUCCESSION PLANNING AND EXIT STRATEGIES Thursday, October 29, 2015 The Duquesne Club • 325 Sixth Avenue, Pittsburgh, PA 15222 PRESENTED BY Member FINRA/SIPC An SEC registered investment advisor
Transcript of Business Milestones - BPU...
Business Milestones:succession Planning and exit strategies
Thursday, October 29, 2015The Duquesne Club • 325 Sixth Avenue, Pittsburgh, PA 15222
PreSenTeD by
Member FINRA/SIPCAn SEC registered investment advisor
our Moderator• Paul J. Brahim, CFP®, AIFA®, CEO and Chair BPU Investment Management, Inc.
our Panelists• andrew J. Bianco, CM&AA, Managing Director and Founder Strategic Advisors, Inc.
• Jeffrey a. ford, CPA, Partner Grossman Yanak & Ford LLP
• John w. lewis, ii, Esquire Metz Lewis Brodman Must OKeefe LLC
• roBert J. Powell, Chair, Vistage International and CEO, Invictus Leadership
Business Milestones:succession Planning and exit strategies
Please join us for a dynamic discussion of succession planning; exit strategies; and, how to successfully merge the cultures of buyers and sellers.
Breakfast Meeting7:30 a.m. to 8:30 a.m. Registration and Breakfast
8:30 a.m. to 10:00 a.m. Presentation
Member FINRA/SIPCAn SEC registered investment advisor
Please RSVP by October 25, 2015 to Ilene Schwartz at [email protected]. This seminar is offered free of charge. Seating may be limited and will be accommodated on a first-come basis.
Confirmation will be emailed to you after we receive your registration.
Thursday, October 29, 2015
