Your Exit, Your Legacy: Planning for Prosperity and Purpose
Your Exit, Your Legacy: Planning for Prosperity and Purpose
Your Exit, Your Legacy: Planning for Prosperity and Purpose
Building a successful business takes years. Exiting it successfully requires a plan. Whether you’re considering a sale, family succession, or another transition in future years, Your Exit, Your Legacy: Planning for Prosperity and Purpose will provide practical strategies to help you maximize the value of your business, reduce taxes, and turn the wealth you’ve built into lasting financial security and impact.
A panel of experts will share practical guidance on business valuation and tax-efficient succession, exit, estate, and charitable planning strategies to help you protect your legacy while maximizing your financial outcomes and philanthropic impact.
Thursday, August 27
4:00 – 6:00 p.m.
Cocktails and hors d’oeuvres will be served.
Whether your timeline is two years or ten, the best time to begin planning is before you need a plan. During this complimentary program, you’ll learn how to:
- Assemble the right team and understand the key decisions to make before you’re ready to exit.
- Develop an exit and succession plan that aligns with your personal, financial, and business goals.
- Structure your transition to maximize value while minimizing taxes.
- Protect your wealth and provide for your family and heirs.
- Explore charitable planning strategies that can create meaningful impact for your community and favorite causes while minimizing your tax consequence.
Program
Welcome: Greg Bedalov, President & CEO, Choose DuPage
Moderator: Mike Sitrick, JD, CFRE, President & CEO, DuPage Foundation
Meet Our Panelists:
Tricia Buhrfiend, JD, Member, Clingen Callow & McLean, LLC
John Campbell, JD, CLU, CEPA, Senior Vice President & Chief Wealth Strategist, Calamos Wealth Management
Henry Kaskov, ASA, President, Kaskov Valuations, Inc
Tony Oommen, CFP, CPWA, CAP, Senior Vice President & Managing Director, Calamos Wealth Management
Phil Salerno, JD, Member, Clingen Callow & McLean, LLC
Event Hosts
Calamos Investments
Choose DuPage
Clingen Callow & McLean, LLC
DuPage Foundation
Kaskov Valuations, Inc