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                GROWTH. TRANSFER. LEGACY.

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XPX DC Metro - Preparing the Owner (Personally) for the Exit:

  • November 17, 2016
  • 7:15 AM - 9:00 AM
  • Timpano's Chophouse, 12021 Rockville Pike Rockville, MD


Navigating the Financial & Emotional Considerations of a Business Sale

Please join Lisa A.K. Kirchenbauer as she leads a panel discussion about the important considerations in preparing an owner for the transition of a business sale. Whether it’s the tax considerations, financial planning, cashflow, investment & insurance changes that are coming, it’s also important to understand the 4 Stages of Transition and the emotional/personal considerations that may come up when working with business owners in transition.  Lisa will be joined by panelists: Sarah Cato, Bob Cohen, and Gary Altman.

Meet our Panel:

Lisa Kirchenbauer, Founder - Omega Wealth Management, LLC

Lisa has been a CERTIFIED FINANCIAL PLANNER™ professional since 1991 and been part of the financial services profession for 30 years. Lisa began as a registered sales assistant with E.F. Hutton, has served as trader on a trading desk, as well as holding various corporate positions over the years.  Lisa founded her firm in 1999, and Omega Wealth Management, LLC became an independent firm in 2004.  Click here to read full bio.Click here to read full bio.

Sarah M. Cato, Director Business Strategies Group- First Financial Group

Having developed and/or served as the CEO of 4 mid-market companies prior to becoming a Financial Advisor over 14 years ago, I believe that only by understanding and integrating one’s financial strategies from a 360 degree perspective, can the best possible outcome be achieved. Because a business owner’s most important asset is usually their business, this holistic view is particularly important in helping my business clients achieve optimal financial security. Protecting and enhancing equity and turning it into cash at the right time can often mean the difference between a secure financial future and a future filled with worry.   Click her to read full bio.  

Bob Cohen, Director of Tax- Glass Jacobson

Mr. Cohen is a CPA with an MBA in Finance. He came to Glass Jacobson in 2011 and has over 30 years of experience in advising large and small business, as well as high net wealth individuals. Previously, Bob was a Tax Partner at BDO Seidman, a national CPA firm after his firm Bornstein Harab merged. Bob also is a Certified Financial Planner since 1994.

Bob’s practice focuses on tax and wealth planning for closely-held businesses in government contracting, real estate, construction, distribution, and professional services.

Gary Altman, Esq.- Founder & Principal of Altman & Associates

Gary is the Founder and Principal Attorney of the estate planning law firm, Altman & Associates. The firm’s practice is dedicated to all aspects of estate law. Gary and his team of four lawyers have in excess of 70 years combined experience in estate planning and trust and probate administration. Click here to read full bio.

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