Succession Planning - 9/19/2019

Fall 2019 - Seminar Series

Who will run your business after you?

It's true that a plan is often put into place to avert catastrophe,
but it's also a company's way of embracing the future
- a business strategy that is essential for survival.

  • Have you taken the necessary steps to ensure your business's continued success?
  • Does your succession plan address tax, investment, and legal implications?
  • Are you savvy to current techniques, recommendations, and tools?

Seminar brief...

Please join us for an informative workshop with succession planning expert Roger J. Brothers, Esq. of Buchman Provine Brothers Smith LLP and Joe Ivankovich, CPA of Johnston, Gremaux & Rossi, LLP.  Whether you are just beginning your succession planning or simply interested in learning about recent developments, our seminar will provide you with the opportunity to gather information and ask questions specific to your situation.

Session Presenters:

Roger J. Brothers

Roger is a business and real estate attorney whose practice includes:

  • General counsel services, including corporate counsel, business and succession planning and debt and equity financing.
  • Transactional counsel services, including mergers and acquisitions, entity formation and operation, reorganizations and general commercial transactions.,
  • General counsel to high net worth clients concerning family succession planning.

Joe Ivankovich

Joe is a CPA and partner at JGR and has been with the firm for 20 years.  He has a wide range of experience in both financial statement and tax issues and compliance.  His focus includes:

  • Company and individual tax consultation, planning and compliance
  • Working with clients to help find feasible solutions to their business succession issues
  • Economic, financial, operational and management consulting for businesses

Join us for lunch...
When:    Thursday, September 19, 2019
Time:      11:30 a.m. - 1:00 p.m.
Where:    333 Civic Drive, Pleasant Hill
                 Johnston, Gremaux & Rossi's Office

Register:  Please RSVP by submitting registration info by clicking on the button below
                          OR email Gigi Caramat at

Please register for lunch session by submitting following info:

Name *
E-Mail *
Phone Number *
Lunch Preference - Sandwich Beef
Lunch Preference - Bread Wheat

Co-Sponsored by:

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