Business Seminar – Practical Considerations About Succession Planning

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Date: Wednesday, September 26, 2018 | 8:45 AM - 10:00 AM

Venue: Mercadien’s Offices, 3625 Quakerbridge Road
Hamilton, NJ 08619 United States

Description: Mercadien’s Private Company Services Group invites you to join us for a complimentary business seminar Practical Considerations About Succession Planning, on Wednesday, September 26 from 8:45 – 10 AM at Mercadien’s Offices, 3625 Quakerbridge Road, Hamilton, NJ 08619.

As a business owner or executive, planning for the future is a given. You know it must happen – yet because you are caught up in the day-to-day, coming up with a viable and sustainable succession plan
often gets delayed or developed in reaction to an unexpected event. 

When you embark on a succession planning journey, you will encounter myriad choices along the way about which direction to take to best maximize the future of the company and harvest your capital.

Many considerations come into play – finances, operations, strategy, and selecting and preparing those to whom you will transfer your company – whether family members, key employees or third parties.

Register to attend this informative, complimentary session, where you will learn

•   Factors affecting succession planning decisions
 Actions to support preparation and transfer of management and ownership
•   Methods to maximize long-term value

Presented by:
Lee D. Boss, CPA, MBA, CGMA, PSA, Managing Director;
Private Company and Audit & Assurance Services Groups

We look forward to seeing you and your colleagues on Wednesday, September 26th at 8:45 a.m.

1 CPE credit in Specialized Knowledge is offered at this free, group-live seminar. Program level – basic. No advance preparation or prerequisites required.

Refund/Cancellation Policy:
 Since this program is presented free of charge, there will be no refunds issued. For more information regarding complaint and/or program cancellation policies,
please contact our office at 609-689-9700.

8:45 – 9 AM:
 Breakfast & Registration
9 – 10 AM: Presentation

Note: Attendance may be limited.
If you have any questions about the event, please contact us at