SCORE Fairfield County will present a FREE Workshop “Business Succession Planning” on Thursday, September 21 from 6 to 8 p.m. at the Norwalk Library on Belden Avenue.
This workshop will explore the unexpected consequences of not making a plan and the common mistakes made by those business owners that do have a plan. We will help you navigate the challenges associated succession planning including: common types of buy-sell agreements, business valuation methods, insurance options, and tax minimization.
Jeffrey Costa, an AVP in First County Banks’s Wealth Management Division, is responsible for providing financial planning, investment management and trust services. He has taught financial education programs to Fortune 500 company employees.
Stephen Napier, an attorney at Ivey, Barnum & O’Mara in Greenwich, specializes in areas of tax and estate planning, trust and estate administration and business succession planning.
SCORE offers FREE Business Counseling: bit.ly/SCOREMentor