When

Thursday October 2, 2014 from 8:30 AM to 11:00 AM CDT
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Where

Sheraton Brookfield 
375 S Moorland Rd
Brookfield, WI 53005
 

 
Driving Directions 

Contact

Neil Fauerbach 
Smith & Gesteland - Dewitt - Zimdars - UW Madison Family Business Center 
608-836-7500 
neil.fauerbach@sgcpa.com 
 

When Bad Things Happen to Good People!

Stories of how business owners DOOMED their life's work, and what you can do to avoid their mistakes.

  • Do you have a Buy/Sell agreement? Have you read it lately? Do you know what it says?
  • Do you know what would happen to your business if your family member/business partner
    divorced, died, or became disabled?
  • Do you know how much you would have to pay to buy your business from your family members/business partner?
  • Are you sure someone would have to pay your spouse for your share of the business if you die?

We will discuss Buy-Sell Agreements, Death, Divorce, Poor Planning, and No Planning, and the consequences on a family or closely-held business.

Your presenters have years of experiences, lots of stories, and lots of advice.

  • Welcome and Introduction by Sherry Herwig, Executive Director of the University of Wisconsin Madison Family Business Center
Presenters:
  • Julie Bogle, JD - Partner at Smith & Gesteland, LLP, a Wisconsin based CPA and consulting firm
  • Bud Smith, JD - Partner at DeWitt Ross Law firm, a Wisconsin based law firm
  • John Zimdars, CLU, ChFC, MsFS - Owner - The Zimdar Company, an insurance consultant and broker.

To see a VIDEO Introduction of this session, CLICK HERE.

JOIN US FOR THIS INFORMATIVE SESSION.

Register Now! 

SPONSORS

Smith & Gesteland, LLP