Focus on what counts

Issues Impacting Succession Planning for Closely Held Businesses

Nov 8, 2017
Marc Sonnenberg


Wednesday, November 8, 2017 

6:00 PM - 8:00 PM


175 Broadhollow Road 
Melville, NY 11747
Concourse Level - Conference Center


What keeps you up at night regarding business succession?

Join us for a panel discussion, including, a valuation expert, an experienced tax attorney, and a personal, estate, and business advisor, to present an interactive discussion on the estate and financial impacts of succession planning for closely held businesses.

Discussion points include:

  • How to conduct your business to maximize its value in preparation for a proper exit strategy.
  • Ways to minimize shareholder disputes.
  • How to balance the conflicting issues involving employees, family and other shareholders.


Howard M. Fielstein - Partner, Citrin Cooperman
Joshua P. Friedlander - Personal, Estate & Business Advisor, Center for Wealth Preservation
Matthew E. Rappaport - ESQ., LL.M, Law Offices of Matthew E. Rappaport


Marc B. Sonnenberg - Audit Partner, Citrin Cooperman

Due to limited space, please reserve your spot no later than October 26, 2017.