Business Succession Planning: Aligning Legal, Tax, Banking, and Wealth Strategies
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Is your business prepared for what’s next?
Join us for a powerful and practical Business Succession Planning Seminar designed specifically for small business owners who want to protect what they’ve built and plan confidently for the future.
Whether you’re years away from transition or starting to think about your exit strategy now, this event will help you take the next step with clarity and confidence.
What You’ll Gain:
✔ Insight into legal, tax, and financial planning strategies
✔ Guidance from experienced professionals (attorney, CPA, and banking experts)
✔ A clearer path to protecting your business and legacy
✔ Actionable steps to minimize risk and maximize long-term value
Who Should Attend:
✅ Business owners within ~15 years of exit
✅ Majority business stakeholders
✅ Family-led or founder-led companies
✅ Owners without a formal succession plan
✅ Anyone planning for a future business transition
Event Agenda:
7:30 – 8:00 AM - Continental Breakfast & Networking
8:00 – 8:45 AM - Presentation: Aligning Legal, Tax, Banking & Wealth Strategies
8:45 – 9:30 AM - Ask the Experts Panel
Featured Speakers:
Marc Warncke, J.D. – Attorney
Tyson Stuckey, CPA – Shultz Huber & Associates
Jennifer Mason, CTFA – Chief Wealth Management Officer
Shaun Mack – Commercial Services Officer
Tyson Moss – Market Executive
Call to Action:
Space is limited – reserve your spot today!
RSVP by Thursday, June 11
[email protected]
419-783-1607
Not FDIC insured. May lose value. Not financial institution guaranteed. Not a deposit. Not insured by any federal government agency. For informational purposes only and not intended to be tax advice. Opinions expressed are of the speaker and not the bank.
Join us for a powerful and practical Business Succession Planning Seminar designed specifically for small business owners who want to protect what they’ve built and plan confidently for the future.
Whether you’re years away from transition or starting to think about your exit strategy now, this event will help you take the next step with clarity and confidence.
What You’ll Gain:
✔ Insight into legal, tax, and financial planning strategies
✔ Guidance from experienced professionals (attorney, CPA, and banking experts)
✔ A clearer path to protecting your business and legacy
✔ Actionable steps to minimize risk and maximize long-term value
Who Should Attend:
✅ Business owners within ~15 years of exit
✅ Majority business stakeholders
✅ Family-led or founder-led companies
✅ Owners without a formal succession plan
✅ Anyone planning for a future business transition
Event Agenda:
7:30 – 8:00 AM - Continental Breakfast & Networking
8:00 – 8:45 AM - Presentation: Aligning Legal, Tax, Banking & Wealth Strategies
8:45 – 9:30 AM - Ask the Experts Panel
Featured Speakers:
Marc Warncke, J.D. – Attorney
Tyson Stuckey, CPA – Shultz Huber & Associates
Jennifer Mason, CTFA – Chief Wealth Management Officer
Shaun Mack – Commercial Services Officer
Tyson Moss – Market Executive
Call to Action:
Space is limited – reserve your spot today!
RSVP by Thursday, June 11
[email protected]
419-783-1607
Not FDIC insured. May lose value. Not financial institution guaranteed. Not a deposit. Not insured by any federal government agency. For informational purposes only and not intended to be tax advice. Opinions expressed are of the speaker and not the bank.
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Where is it happening?
Defiance College Serrick Center, Hubbard Room 701 N. Clinton St., Defiance OH 43512, 701 N Clinton St, Defiance, OH 43512-1610, United States
Event Location & Nearby Stays:
Know what’s Happening Next — before everyone else does.
Host or PublisherThe State Bank and Trust Company
