Events

To view the video recording of this event, please click here.

To view the speakers’ talking points, please click here.

Please join us for an informative panel discussion on business succession planning with CMS Wealth Management, Isdaner & Company, Montgomery McCracken and The Woodward Group.

Topics will include:

• Preparing Today for a Sale or Transfer of Business
• What is Your Business Worth?
• Finding Success in Business Succession Planning.

Panelists

• Scott Isdaner – Managing Member,
  Isdaner & Company, LLC
• Eric Settle – Managing Director, Wealth Management,
  CMS Wealth Management
• Tara Stephenson – Principal,
  The Woodward Group, Ltd.
• Howard Vigderman – Partner,
  Montgomery McCracken

Moderators

• Mike Feldman – CEO,
  CMS Wealth Management
• William Keffer – Partner,
  Montgomery McCracken