Knowledge and Insights

In association with Source Advisors, Lee Boss, CPA, MBA, CGMA, Managing Director & Chair of Mercadien’s Private Company Services Group and Ross Karp, CLTC, Founder of 3P Insurance Services presented the first installment of a 3-part mini series, Strategies for Business Continuation Part 1: Succession Planning on Friday, May 7th.  Michael Warady, CFP, Regional Director of Source Advisors moderated the discussion which gave insight, guidance and ideas on how to build an answer to the question “What if…?” in relation to succession planning.

To watch the webinar replay, click here. 

Mini Series Schedule:

• Part 2 – Key Person Protection – Wednesday, May 12, 11:00 – 11:30 AM
• Part 3 – Business Protection – Wednesday, May 26, 11:00 – 11:30 AM

If you have additional questions and want information on how Mercadien can help you & your organization, contact us here.

DISCLAIMER: This advisory resource is for general information purposes only. It does not constitute business or tax advice, and may not be used and relied upon as a substitute for business or tax advice regarding a specific issue or problem. Advice should be obtained from a qualified accountant, tax practitioner or attorney licensed to practice in the jurisdiction where that advice is sought.