This webinar on succession planning for staffing companies will review key areas to address and best practices when designing a comprehensive plan amongst ownership. Presented by Josh Friedlander, CFBS and Evan Rogdakis, JD, the two will share their experiences with clients and why succession planning, although difficult, is vital for closely held businesses to understand and review on a regular basis. Sample topics discussed will include:
- Exit options or owners
- Legal, Financial and Accounting considerations
- Triggering events for Buy-Sell planning
- Drafting concerns and Operation considerations
- Impact on key management and remaining executives
Joshua P. Friedlander, CFBS, Center for Wealth Preservation
Joshua Friedlander is the Personal, Estate and Business Advisor at Center for Wealth Preservation (CWP), headquartered in Syosset, NY. Joshua and his team focus primarily on business succession and estate planning for closely held businesses and organizations. Their mission is to help clients achieve long-term financial security through adequate planning from a financial, legal and accounting perspective. The team utilizes a unique and creative approach that is tailored to each client’s needs, often acting as the “quarterback” amongst a client’s advisory team.
As a Certified Family Business Specialist, Joshua focuses on building comprehensive transition plans for clients incorporating personal planning for ownership, as well as executive retention to assist within the context of business succession planning. His team understands that business owners have dynamic considerations that are complex when it comes to the continuity of their business. Working together with clients to determine objectives and identify what plans, if any, have been put in place and appropriate is paramount.
Evan N. Rodgakis, JD, Center for Wealth Preservation
Evan N. Rogdakis, J.D. is the Director of Financial Planning at The Center for Wealth Preservation (CWP), headquartered in Syosset, New York. Prior to joining CWP, Mr. Rogdakis was an associate at Ruffo, Tabora, Mainello & McKay, PC, where he was primarily responsible for handling general litigation, estate claims and guardianships. While in Law School Mr. Rogdakis clerked for The Honorable John M. Cygier, Jr., the Surrogate of Suffolk County, and participated in the Elder Law Clinic. Admitted to practice law in the State of New York, Mr. Rogdakis obtained his Juris Doctorate in 2006 from Touro College Jacob D. Fuchsberg Law Center. Prior to that, he received a Degree in Business Economics from Hofstra University in 2003. Mr. Rogdakis is a member of the New York State Bar Association, Trust and Estate Division.
NYSA Members: No Charge
Non-Members: $59 per person
This program will be offered as a WEBINAR only.
Cancellations will be accepted via email by April 1, 2019. No Refunds after April 1, 2019. No-shows will be billed.