10th Annual Spring Breakfast with the Experts - Everhart Advisors

Everhart Advisors cordially invites you to our always anticipated complimentary breakfast workshop. Our keynote speaker, Tim Kight from Focus 3, is a powerful speaker & nationally recognized performance and leadership consultant. Tim is well known for his work with Urban Meyer & The Ohio State 2014 National Championship Team.

Navigating the options for selling your business can be a daunting task. Our workshop will help attendees understand a variety of options available, including a complete sale, a partial sale, & tax sheltering strategies as you enter this phase. In addition, Tim will discuss how to build a high performance, high value company.

Please RSVP by Tuesday, February 28th!

Register here

SCHEDULE:

Tuesday, March 7, 2017

7:30 – 8:00AM Breakfast
8:00 – 11:00AM Presentations

LOCATION:

J. Liu Restaurant
6880 North High Street
Worthington, OH 43085

TOPICS OF DISCUSSION INCLUDE:

– Considerations for an Outright Sale

– Considerations for a Partial Sale or Recapitalization

– Massive Tax Deductions Available as You Approach Selling

– Increasing Organizational Value through Leadership Development

FEATURED SPEAKERS:

Tim Kight
Founder & President | Focus 3

Scott Everhart, CFP®, AIF®, CEPA
Founder & President | Everhart Advisors

Todd Kegler
Director | Kegler Brown Hill + Ritter

Pete Davies
Managing Partner | Stonehenge Partners, Inc.

Please RSVP by Tuesday, February 28th!

Register here

This material is provided for informational and educational purposes only. You should not assume any discussion or information contained in this newsletter serves as the receipt of, or a substitute for, personalized investment advice. Due to various factors, including changing market conditions and/or applicable laws, the content of this newsletter may no longer be reflective of current opinions or positions. Please remember that past performance may not be indicative of future results. There can be no assurance that any specific investment, investment strategy, or product will be profitable, equal past performance, or be suitable for you. Contact Everhart Advisors in writing if there are any changes in your personal or financial situation or investment objectives that would be material to our evaluating our previous recommendations, or if you want to add or modify any reasonable restrictions on your account.

This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation.

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