From Entrepreneur to Investor

From Entrepreneur to Investor: Successfully Navigating the Transition

From Entrepreneur to Investor: Successfully Navigating the Transition Owning and running a thriving business requires energy, passion and commitment. Its ultimate success, however, may be measured by the extent to which an exit strategy is thoughtfully planned and executed.

Please join us for a panel discussion around the succession plan of a business and the importance of building the right team for a successful and profitable transition from entrepreneur to investor in today’s economic environment.

Panelists
Michael Butler, CEO, Cascadia Capital, LLC
Richard Hawkins, CPA, Geffen Mesher
Steven Kantor, Attorney, Samuels Yoelin Kantor LLP
Kevin Rogers, Family Wealth Advisor, BNY Mellon Wealth Management

Moderated by
Jim Barnyak
Regional President Vice President
BNY Mellon Wealth Management

Chad Wall
Senior Director
BNY Mellon Wealth Management

For additional information, download the electronic invitation.  Please RSVP by Friday, March 14.