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Hosted by EBPC Hartford, Inc

Member Program - Practical Tips and Advice Regarding Business Succession Planning for Family Owned Businesses

Members ~ This program counts towards membership attendance requirements
 
SCHEDULE: 
 
5:15-6:00  pm  Registration and Networking, Buffet Dinner, Cash Bar
 
6:00-6:15 pm   Announcements, Introductions
 
6:15-7:30 pm   Presentation 
 
 
REGULAR MEMBERS:  NO COST
SENIOR MEMBERS:   $40
GUESTS:  $60 
 
 
REGISTRATION ENDS FEB. 1st.    Cancellations accepted through February 1st.    No shows are charged a no show meeting fee.

Tuesday, February 5, 2019
5:15 PM - 7:30 PM

Location

Pond House
1555 Asylum Ave.
West Hartford   CT  
 
Map for Location



Register and pay now by credit card, debit card, PayPal account or mailed check


Senior Member Fee $40.00
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Guest Fee $60.00
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Agenda

 


Pam Butterfield
Business Success Tools

C. Robert Zelinger
Hinckley Allen

Capri Frank
Miller Foods and Oma's Pride

Edward E. Pratesi, CPA, ASA, CM&AA
Managing Director
UHY Advisors, LLC

Feb 5 2019 5:15PM


Practical Tips and Advice Regarding Business Succession Planning for Family Owned Businesses


Please join us for an engaging panel discussion regarding some of the issues and challenges that owners of family businesses face in planning to successfully transition the business from one generation to the next. We will have perspectives on this topic from:

• Pam Butterfield, a business consultant at Business Success Tools, LLC, who has provided advice to many family business owners who want to transition from one generation to the next;

• Bob Zelinger, a corporate attorney at Hinckley Allen, who prepares succession plans for and gives advice to family owned businesses; and

• Capri Frank, a family business owner who is the third generation in her family owned businesses – Oma’s Pride and Miller Foods in Avon.

EBPC member, Ed Pratesi, CPA/ABV, ASA, CM&AA, CVA, the Managing Director of UHY Advisors N.E., LLC, whose area of specialization is in private company valuation and strategic consulting services, will be the moderator for this discussion.



Sessions


DateCourse Title/DescriptionStart
Feb 5, 2019 Practical Tips and Advice Regarding Business Succession Planning for Family Owned Businesses Pam Butterfield C. Robert Zelinger Capri Frank Edward E. Pratesi, CPA, ASA, CM&AA 5:15 P