Join members of Henderson Franklin and Kena Yoke Consulting on October 31, 2018, at the Hilton Naples as they present “Play YOUR Game: Creating and Running a Championship Business.” Click here to download the seminar brochure.
Topics and Speakers
- Choosing Your Playing Field, Part 1, with presenters Guy Whitesman, Esq., Michael DeLuca, CPA, MBA, and Kena Yoke
Well before doors open, a business owner must consider multiple factors before establishing its corporate structure. In this session, the presenters will discuss the options available and safeguards to have in place to protect the owner, as well as the corporate and personal assets from potential harm.
- Choosing Your Playing Field, Part 2, with presenters Guy Whitesman, Esq., Amy Dalen, Esq., Michael DeLuca, CPA, MBA, and Kena Yoke
The way in which a business addresses tax issues can ultimately lead to its success or failure. In this session, the presenters will discuss tax implications, reasons why it may be necessary to change the corporate structure after a business is running, and retirement planning. They will also share some war stories when these issues are not given full consideration.
- Playing to Win: Protecting Your Brand, Talent and Team, Part 1, with presenters Mark Nieds, Esq., Shane Finn, and Kena Yoke
It can take years for a business to establish a brand that engages customers and grows revenue. In the blink of an eye, another company can attempt to infringe on your identity and brand. In this session, the presenters will discuss trademark and copyright protection, licensing agreements, international concerns, as well as payroll and sales tax implications.
- Playing to Win: Protecting Your Brand, Talent and Team, Part 2, with presenter Suzanne M. Boy, Esq.
Whether you have five employees or 500, protecting the well-being of your organization and its employees should be a top priority. Employment Law Expert Suzanne Boy will discuss ways to effectively prevent and handle workplace issues with regard to non-compete agreements, worker classification (independent contractor or employee; exempt or non-exempt), #MeToo harassment, and performance management.
- Succession Planning and Exit Strategies, with presenters Marcie Charles, Esq., Amy Dalen, J.D., Keith Veres, CPA, CGMA and Shane Finn
Eventually, all business owners will exit their business. They may exit by transitioning the business to family members, selling to their management team, allowing the employees to buy it through an ESOP or by marketing and selling the business to an outside strategic or financial buyer. Whatever path is chosen, thoughtful planning and preparation can significantly influence the owner’s ability to realize their long-term goals. In this session, the presenters will discuss business valuation, tax and estate planning considerations, opportunities facing generational businesses and will share what to expect from the formal process of selling a business to outside parties.
- Question & Answer Session
At the conclusion of the day, all speakers will be available to any questions submitted by attendees in advance or at any time during the sessions. Please email Gail Lamarche, Henderson Franklin’s Director of Marketing & Business Development at email@example.com.
Cost per person is $75 and includes a continental breakfast, plated lunch and seminar materials. To register online, click here.