Business Succession Planning

You’ve invested a lot in your business—a lot of time and money, as well as a lot of yourself. Have you thought about what will happen to your business when you’re no longer at the helm? Business succession planning helps prepare for the future transition of a business. Find out how to create a strategy and process for identifying potential future leaders, as well as learn about legal, tax and insurance strategies to accomplish the transfer.

At this in-person seminar, we will discuss:

• Three elements of business continuation planning
• Different approaches for valuing your business
• Considerations for succession planning
• Basics of a buy-sell agreement

Sponsored by:

Ron Tuite, SVP Wealth Management, BankFinancial

Vince Bailey, Wealth Advisor, BankFinancial

Humaira Khan, AVP Branch Manager, BankFinancial

Maria Del Pilar Garcia, Branch Supervisor, BankFinancial

Paul Kusiak, SVP, Business Banking, BankFinancial

Jack Buttitta, Commercial Realtor, Elite Realty Management & Investments

Meet Our Guest Speaker:

Attorney Linda S. Fine, Managing Partner, Buckley Fine Law

As Managing Partner at Buckley Fine, LLC, Linda Fine also serves as chair of the firm’s Estate Planning practice group. Linda concentrates her practice in estate planning for high-net-worth clients, succession planning for family-owned businesses, estate and gift taxation, and the formation and operation of businesses, such as corporations, limited liability companies and partnerships. Linda also helps families with estate and trust administration matters, contested estates and trusts, and complex probates.

Lunch will be served during this event.

Location: 1750 East Golf Road, Suite 300, Schaumburg, IL 60173

Tuesday, October 29, 2024 | 11:00 AM - 1:00 PM CT

BankFinancial Investment Services are: Not FDIC insured | May lose value | Not financial institution guaranteed | Not a bank deposit | Not insured by any federal government agency

Host or Publisher BankFinancial