Brookfield, WI (PRWEB) March 07, 2013
The Wisconsin Succession Planning Group is an integrated team of professionals with multidisciplinary expertise whose goal is to help business owners develop exit strategies designed to increase the value of the business, create succession-planning options and enhance employment continuity.
The Group is offering a complimentary succession-planning workshop for business owners on Wednesday, May 8, 2013. The workshop will be held at North Shore Bank 15700 West Bluemound Road, Brookfield, WI 53005 from 8:00 am to 10:00 am.
Registration is required to attend the workshop. To register or learn more about the complimentary workshop, business owners are encouraged to visit http://www.yourbusinessexit.com or call 262-901-0086.
The Wisconsin Succession Planning Group focuses on shared communication, institutional knowledge and a strong desire to help business owners successfully grow and ultimately sell their business for a premium price, exceptional terms, and minimal tax consequences. The Group will cover these and a variety of other succession planning topics at the workshop.
The Wisconsin Succession Planning Group members include:
Jose Freyre, a Certified Financial Planner from Monarch Wealth Management
Ed Krajcir a Business Advisor at Sunbelt Business Brokers
Timothy Stewart, ESOP Attorney, from DeWitt Ross & Stevens S.C.
Joel Nettesheim, CPA with SVA Certified Public Accountants
Tom Palzewicz, Certified Business Coach from ActionCOACH
Jascha Beck Walter, Business Attorney with DeWitt Ross & Stevens S.C.