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DTSTART:20241114T000000Z
DTEND:20241114T020000Z
LOCATION:Denver Country Club, 1700 E 1st Ave, Denver, CO 80218
UID:2613220241114T000000ZSuccession Planning for Closely Held Businesses
DTSTAMP:20260428T172829Z
DESCRIPTION:\nSuccession Planning for the Closely Held Business\n \nChris J.C. Jones\n \nMoore & Van Allen, PLLC\n \nCharlotte, North Carolina\n \n[Chris Jones: Moore & Van Allen (mvalaw.com)](https://www.mvalaw.com/people-Christopher-Chris-Jones)\n \n \n \nThere are many challenges and opportunities that confront owners of closely held (often family) businesses as they reach the point when they should consider appropriate succession planning. Succession planning is an area too often put off by the persons who most need to address it. This presentation will review successful techniques to minimize taxes and pay for those that remain, facilitate orderly leadership changes, and position the business for future success.  This presentation will also address issues such as control and cash flow for the business owner, dealing with family members in the business and family members not in the business, incenting key employees, and exit strategies.\n \n \n \nAgenda:\n \n5-5:45 Cocktails & Networking, 5:45-5:50 Members Seated, 5:50-6 Board address Members, Welcome Guests, recognize Sponsors; 6-7 Plated dinner and Speaker presentation.\n \n \n \nMeal Options:\n For All - Raspberry Citrus Salad with Colorado Greens, Toasted Almonds, Orange Segments, Raspberries, Raspberry Vinaigrette   Entree 1 - Tuscan Chicken with Sundried Tomatoes, Spinach, Mushrooms, and Artichoke Cream Sauce, served with Broccolini, Baby Carrots, and Roasted Fingerling Potatoes \nEntree 2 - Carved Beef Tenderloin with Shallot Bordelaise, served with Broccolini, Baby Carrots, and Roasted Fingerling Potatoes\n Entree 3 - Cauliflower Steak with Coconut Curry Sauce (GF, VEG, VEGAN), served with Broccolini, Baby Carrots, and Roasted Fingerling Potatoes     Dessert - Apple Crisp with Vanilla Ice Cream   \nParking:\n \nFree Parking at DCC\n \n \n
SUMMARY:Succession Planning for Closely Held Businesses - Rocky Mountain Estate Planning Council 
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