Steering Clear of Pitfalls: Succession and Exit Planning Strategies

Join us on Thursday, February 6, 2025, for an exclusive panel discussion featuring top industry leaders. Our experts will explore essential strategies for managing intergenerational transitions, mergers and acquisitions, and legacy wealth transfer. Learn how to avoid common pitfalls in succession and exit planning to secure your business’s future.

Featured Panelists:

• Jabbar Abdi, Managing Partner, Sidereal Capital Group
• Randi Schweriner, Chief Executive Officer, Campus Innovation
• Jeffrey Michelson, CPA, Partner, Transactional Advisory Services, Value 360, CohnReznick
• Lori S. Rabinowitz, Senior Vice President, Financial Advisor, Family Wealth Director, Senior Portfolio Management Director, Alternative Investments Director, The Green Jade Group at Morgan Stanley
• Jeff Cassin, Esq., Partner, Business M&A Attorney, Norris McLaughlin P.A.

Moderator:

• Wolfgang Tsoutsouris, Managing Director, MAST Advisors, Inc.

Don’t miss this opportunity to network with like-minded professionals and gain valuable insights that can help you plan for the future of your business.

We look forward to seeing you there!

SNOW DATE – Wednesday, February 19, 2025 at 8:30 AM

Host or Publisher Norris McLaughlin, P.A.