SUDOKU
Level Up Your Business Succession Planning Expertise
The Eagle Wealth Planning Institute is hosting a series of workshops on business succession planning strategies. This educational series will
Join Our Quest to End Alzheimer’s!
provide you with the tools to assist your clients in planning for the next generation of business owners. Level up your expertise with planning attorneys Brian A. Eagle and Scott J. Linneweber. After attending all four workshops, participants are inducted as fellows to the institute and are invited to attend biannual Eagle Wealth Planning Institute Roundtable events. ‘ESOPS: STRATEGIES TO SELL TO YOUR EMPLOYEES’ Employee Stock Ownership Plans (ESOPs) can offer substantial tax benefits to companies, and company owners can use ESOPs to create a market for their shares when it is time to move on to the next thing. In this workshop, Brian Eagle will discuss how to generate interest in ESOPs among your clients. This workshop will be held Tuesday, Sept. 15, at 8:30 a.m. ‘PREPARING THE BUSINESS FOR SUCCESSION’ Preparing your business for succession is an absolute must, and the earlier in the ownership cycle a business begins to prepare itself for succession the better. Proper succession planning calls for deep consideration and planning. It is the surest way to protect the business’s longevity and future financial success. This workshop will be held Tuesday, Dec. 15, at 8:30 a.m. ‘STRATEGIES TO SELL TO OUTSIDERS’ Emotionally and logistically, selling a business to an outside buyer is complex. From determining your business’s value to getting your books cleaned, this workshop will cover the essential bases necessary before attempting to sell a business to outsiders. This workshop will be held Tuesday, March 16, 2021, at 8:30 a.m. ‘THE LEGACY PLAN: STRATEGIES TO TRANSFER TO FAMILY OR OTHER INSIDERS’ There are multiple options to transfer ownership of a business to a family member or another insider. From adding a partner to owner financing a sale or slow gifting, the right strategy depends on each individual situation. This workshop will be held Tuesday, June 15, 2021, at 8:30 a.m. Please note that due to the COVID-19 pandemic, workshops may be hosted virtually. To register or learn more, contact Melissa Claycomb at (317) 726-1714 or email MClaycomb@eagleandfein.com.
For the third consecutive year, our team will participate in the Walk to End Alzheimer’s on Saturday, Oct. 3, in Indianapolis. The walk’s goal is to raise awareness and funds for the Alzheimer’s Association’s fight against Alzheimer’s disease. During the walk, there is a Flower Garden Ceremony in which every participant raises a flower that color-coordinates with their connection to the fight. Purple flowers, for example, are for those who have lost someone, orange flowers are for supporters, blue flowers are for those living with the diagnosis, and yellow are their caregivers. Every walk has one white flower raised during the ceremony which represents the first survivor. Join us in the quest to raise the white flower. Every dollar counts in this fight. Over the last two years, we have raised nearly $28,000. You can help! To join our team or donate, visit Act.alz.org/goto/Eagle_and_Fein.
Together, we can end Alzheimer’s.
3
317-726-1714
Published by The Newsletter Pro • www.TheNewsletterPro.com
Made with FlippingBook - professional solution for displaying marketing and sales documents online