Level Up Your Business Succession
SUDOKU
Planning Expertise
Workshops Coming Up Through the
Eagle Wealth Planning Institute
The Eagle Wealth Planning Institute is hosting a series of workshops on business succession planning fundamentals. This educational series will 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, Carol J. Greer, 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 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, June 16, 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, Sept. 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, Dec. 15, 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, March 16, 2021 at 8:30 a.m. Please note that due to the COVID-19 pandemic, workshops are subject to be hosted virtually. To register or learn more, contact Melissa Claycomb at 317-726-1714 or email MClaycomb@eagleandfein.com.
Springtime Cacio e Pepe
Nothing is more comforting than a big bowl of cacio e pepe, which is Italian for
cheese and pepper. This dish combines a wholesome flavor profile with fresh, seasonal ingredients to satisfy any craving. INGREDIENTS
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6 oz multigrain spaghetti 8 oz fresh asparagus, cut into 1-inch pieces
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1/2 cup Parmesan cheese, grated 1/2 tsp black pepper 1 cup baby arugula
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1 tbsp olive oil 1 tsp lemon zest
DIRECTIONS
1. Heat oven to 425 F.
2. In a large pot, cook spaghetti until al dente. Reserve 1 cup of water before draining and put spaghetti in a covered pot to keep warm.
3. Line a 15x10-inch baking pan with foil and toss in asparagus and olive oil.
4. Cook asparagus for 5–7 minutes and sprinkle with lemon zest.
5. Add 3/4 cup of the reserved water, Parmesan cheese, and pepper to the spaghetti. Stir until creamy.
6. Toss in asparagus and arugula before serving.
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317-726-1714
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