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Business Succession Planning- Free Lunch Program

FREE AIAOC Lunch Program

Business Succession Planning

So, I need to plan my business exit strategy,
now what?

If you are like most business owners, you have some ideas about how to transfer ownership and management of your company to the next generation; or you might have ideas about how or to whom you may sell your company. But most likely, you do not have a plan in place. This presentation will provide the insight and practical steps you need to develop and execute a plan to ensure a smooth transition and exit from your business.

Presenter:
Paul Salerno, Director of Financial Planning
Tax & Financial Group

Date: October 16, 2013

Check-in/Lunch: 11:40 AM
Brown Bag Bring your lunch!
Presentation: 12:00 - 1:00

Location:
AIAOC Office
4100 Birch Street, Suite 300
Newport Beach, CA 92660

Learning Units:1 Learning Unit

Cost:
Free for the first 20 AIAOC AIA Members who register.

Paul Salerno is the Director of Financial Planning at Tax & Financial Group. He is responsible for providing comprehensive financial counseling, estate planning, tax planning, risk management, retirement planning and business succession planning to high net worth individuals, small business owners, and corporate executives. Paul has extensive experience in providing financial counseling to some of fortune 500's Corporate Executives. Paul is also a frequent speaker on topics of financial planning.

Prior to joining Tax & Financial Group, Paul was a Manager of Financial Planning at KPMG. Prior to joining KPMG, he was an Associate Manager of Financial Planning with The Ayco Company, a subsidiary of Goldman Sachs.
Paul earned a Bachelor of Science Degree (B.S.) in Economics from the University of Florida. He has subsequently received a Masters of Business Administration Degree (M.B.A.) in Finance from the University of Miami. Paul then relocated to New York to obtain a Juris Doctorate Degree (J.D.) from the Syracuse University School of Law.