Trust & Estate Planning: How Business Owners Can Keep What They Have Earned
Attendees mingle and network prior to meeting presented by Gordon Stone and Melissa Milich with Kozusko Harris Duncan.
Gordon Stone and Melissa Milich with Kozusko Harris Duncan lead a discussion covering both fundamental and advanced US income and estate planning strategies for our business owner clients.
Attendees listen attentively to discussion on What Owners’ Need to Know About Business Improvement, Growth, and Value Creation.
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If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.
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commercial lending, bank deposits, treasury management services needs a bank

Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
If you need to combine great people and great technology to implify your business success.

You need help navigating complexity and want to pre-experience wealth creation decisions.
Tri-State Bronze Sponsors

your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business
Gold Sponsors
your client is looking to maximize their value 12-36 months before an exit.
There's a $5MM+ liquidity event (past or imminent in the next 1-3 years) for an entrepreneur, family or non-profit org. Also for adult children in a wealthy family who will be inheriting money.
Executive Coach, Mentor and business advisor.
You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success
A client is unsure they of how much they will need from the sale to keep them retired.
Silver Sponsors
your client is looking to maximize their value 12-36 months before an exit.
There's a $5MM+ liquidity event (past or imminent in the next 1-3 years) for an entrepreneur, family or non-profit org. Also for adult children in a wealthy family who will be inheriting money.
Executive Coach, Mentor and business advisor.
You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success
A client is unsure they of how much they will need from the sale to keep them retired.
Bronze Bronze Sponsors
your client is looking to maximize their value 12-36 months before an exit.
There's a $5MM+ liquidity event (past or imminent in the next 1-3 years) for an entrepreneur, family or non-profit org. Also for adult children in a wealthy family who will be inheriting money.
Executive Coach, Mentor and business advisor.
You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success
A client is unsure they of how much they will need from the sale to keep them retired.
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