phone: 978.774.3000    fax: 978.774.8170    185 Centre St., Danvers, MA 01923


Archive for the ‘Exit Planning’ Category

A Symposium on Exit/Succession Planning

Thursday, August 18th, 2011

For small to medium sized, privately held businesses

Friday, September 23rd, from 7:30 AM to 9:30 AM

Location: The Jones Room at the Ferncroft Country Club

10 Village Road, Middleton, MA 01949

Whether you have just purchased your company or have been running it for many years, this symposium will help guide your plans for the future. We have gathered a group of experts on the various aspects of exit and succession planning and will be discussing those items most prevalent on our recent survey. These include:

  • How far in advance should planning begin?
  • How do I determine the value of my company?
  • How do I ensure the financial future of myself, my family, and my employees?
  • How do I improve my company’s value?
  • How do I minimize the tax burden?
  • How do I find buyers?
  • How can I pass on my company equitably and still keep it viable?

In 2 hours we will give you a good start in answering all these questions, and give you an opportunity to ask questions as well. To reserve your seat, please call or email Jennifer Piscitello at jen@steveveseycpa.com.  The cost of this symposium will be $25. Please remit your check payable to Vesey & Company, PC 185 Centre Street, Danvers, MA 01923, or to pay via credit card, call (978) 774-3000.

Pinnacle’s Boston, North Shore Exit Planning Chapter Meeting

Thursday, August 18th, 2011

Thursday, September 15, 2011
Ferncroft Country Club, Jones Room
8 Village Rd., Middleton, MA

Come and see guest speaker Laura Kevghas present the “Top Ten Rules for Evaluating Unsolicited Offers”.

Visit www.exitplanningnorthshore.com to register today.