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Thank You!!
Thanks to the 400 participants of the 24th Annual Ohio Employee Ownership Conference on April 30th 2010. But...
Don't forget to mark your calendars for the
25th Annual Ohio Employee Ownership Conference
April 29, 2011
Akron/Fairlawn Hilton

 

 

Trusts & Insurance

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Video - Taken from the DVD "Exiting Your Business: Small Business Succession Planning"

 

Upcoming Webinars (all upcoming webinars)

February 9th 2010 – Small Business Planning for Multiple Shareholders – Tom Gilbride, Gilbride & Company - Issues covered in this webinar include: Legal and financial protection for each shareholder, planning for the exit of one or more shareholders, and planning for potential discord between shareholders. Buy/sell agreements, as well as buy/sell provisions in other business agreements will be covered as well. Click here to register for this webinar


Archived Webinars:
(all archived webinars)

Mon, Jun 01, 2009 - The Uses of Insurance in Your Succession Plan - Jim Aussem, Cavitch Familo Durkin & Frutkin
view recording here
Download slides from webinar here (pdf only)

Fri, May 29, 2009 - Transferring Your Business Through Gifting and Trusts - Tom Gilbride, Gilbride & Company
view recording here
Download slides from webinar here (pdf only)

June 3rd, 2008 - Tax-Advantaged Strategies for Transferring the Business - David Umbaugh, Ohio Exit Planning- view recording here

 


Articles/Books
Owner's Guide to Business Succession Planning


Articles from OEOC Professional Members
A GR(E)AT Time
- Joseph R. Borowski and Brian Bornino, GBQ Consulting


Other Resources
Exit Planning Forum