FREE EDUCATIONAL SEMINAR
Please join us for a breakfast discussion and networking event co-hosted by Cetera Investors and Pierro, Connor & Strauss, LLC to learn successful strategies on building a business and transitioning it successfully to maximize value.
As you consider the future of a business, it’s essential to have a clear plan for continuity. Whether you’re in growth mode, approaching retirement, thinking about a future transition or simply preparing for unexpected events, having a solid plan is key to ensuring the long-term success of your business/practice.
Join Louis Pierro, Founding Partner, and Theresa Skaine, Corporate Counsel at Pierro, Connor & Strauss, LLC, as they share proven strategies, highlight potential risks, and outline the rewards of a successful business succession plan. Learn important aspects of how to construct a solid legal foundation, groom key employees as future owners, bring family members into the business, identify potential purchasers, and make informed decisions that will set your business up for lasting success.
Additionally, hear insights from David Roche, Vice President and Latham Branch Manager at Cetera Investors and lifelong financial advisor coach as he provides a practical view of the challenges and considerations that face financial advisors in the areas of business continuity and succession planning.
This workshop is designed to empower professionals at every stage of their careers to plan for a seamless transition and sustainable growth. Don’t miss this opportunity to gain expert advice and take the next steps toward securing your business’s future.
REGISTER HERE
From Vision to Legacy Seminar
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