Bose News
Bose McKinney & Evans Welcomes Brian Jones
07/20/2010
Bose McKinney & Evans to Host Complimentary Executive Compensation Workshop
07/20/2010
Former State Representative Joins Bose Public Affairs Group
07/08/2010
Bose Publications
Applications for the Early Retiree Reinsurance Program Now Available
06/30/2010
The Estate Planner - July / August 2010
06/29/2010
Successful Defenses for Assets Acquired Under FDIC Purchase and Assumption Transactions
06/25/2010
Business Succession Planning for the Entrepreneur

When: August 10, 2010
08:00 AM - 10:30 AM
Where: Butler University, 4600 Sunset Ave., Indianapolis (Atherton Union, Room 326)
Cost: FREE
Contact: Jennifer Walker
Phone: 317-684-5214
Email: jwalker@boselaw.com

Register Here!

Every day, you work hard to build your business. If you are like most entrepreneurs, your energy is often focused on the daily issues - product development, customer questions, employee concerns, cash flow, and more. Take two hours out of August 10 to focus on your, and your company's, future.

Join the Butler Business Accelerator and Bose McKinney & Evans LLP for a COMPLIMENTARY workshop to learn more about your options for business succession planning and wealth protection. Attorney R.J. McConnell, chair of the Bose McKinney & Evans Estate and Wealth Transfer Planning Group, will discuss

Framing the Issues
o Goals of the Owner
o Dealing with Family Members
o Dealing with Partners

Building the Structure
o Financial Reporting
o Building a Management Team

Putting the House in Order
o Protecting Proprietary Information
o Employee Incentives/ Non-competes
o Shareholder Agreements
o Estate Planning
o Role of Board of Directors or Advisory Board

Choosing Your Successor

Value Drivers
o EBITDA
o Business Plan
o Diversified Customer Base
o Depth of Management Team

Exit Strategies
o Gift/ Sale to Family Members
o Sale to Management Team
o Sale to ESOP
o Sale to Third Party Buyer
o IPO

 

Presenter:

R.J. McConnell 

Reservations are required due to limited seating.  Register Now!

Registration begins at 8:00 AM.