Seven out of 10 businesses will transition ownership in the next 10 years, yet only one has a written succession plan. Succession planning often starts only after leadership has become ill or passed away – and the risks for any size business of not planning are great. Join us for an informative panel discussion on the legal, financial and communication essentials of successful succession planning. Hear from industry leaders with first-hand experience regarding:

• Proactive steps to succession and exit planning
• Foundational elements for a successful succession, merger or acquisition
• Maximizing the financial benefits of a succession (estate planning, taxes, salability)
• Understanding buy-sell agreements and why you need them

Panelists include:
Edward J. Lentz, Esq., Chair,
 Estate Planning and Administration – Fitzpatrick, Lentz & Bubba
Tom Bisko, CEO – QNB
David Freeman, President/CEO – QNB
Mark Carrow, Managing Partner – Citrin Cooperman
Gina F. Rubel, Esq., President/CEO – Furia Rubel Marketing & Public Relations

From
Philadelphia and South Jersey

 Take I-76 West through Philadelphia to I-476, the Northeast Extension of the Pennsylvania Turnpike, to Exit 32/44 (Quakertown). Turn left onto Route 663 North toward Quakertown, turn left onto Route 309 North, and proceed 8 miles to the intersection of Route 309 and Route 378. At the intersection bear right and follow Route 378 North to Preston Lane. Make a right on Preston Lane to campus, and follow to Landis Mill Road. Turn right and take Landis Mill Road to Station Ave. Turn left onto Station Ave.

Harrisburg and Southcentral PA

 Take Route 81 North and proceed East on I-78 to Route 309 South (Exit 60). Once on Route 309, stay in the right lane and use the jug handle to turn left onto Center Valley Parkway. Go approximately 2 miles then make a right on 378 South. Travel approximately 2 miles to Preston Lane. Make a left on Preston Lane and follow to Landis Mill Road. Turn right and take Landis Mill Road to Station Ave. Turn left onto Station Ave.

Scranton and North

 Take I-476, the Northeast Extension of the Pennsylvania Turnpike, to Exit 33/56 (Lehigh Valley). Follow Route 22 East from the interchange exit for 1/8 mile to Route 309 South (direction of Quakertown). In a few miles Route 309 joins with I-78 East. Continue south on this combined road until Route 309 branches off toward the south at Exit 60. Once on Route 309, stay in the right lane and use the jug handle to turn left onto Center Valley Parkway. Go approximately 2 miles then make a right on 378 South. Travel approximately 2 miles to Preston Lane. Make a left on Preston Lane and follow to Landis Mill Road. Turn right and take Landis Mill Road to Station Ave. Turn left onto Station Ave.

Northern / Central New Jersey

 Take the New Jersey Turnpike and/or Route 287 to I-78. Follow I-78 West across New Jersey and into Pennsylvania to Route 309 South (Exit 60A). Continue south on Route 309 for about 3 miles to the intersection of Route 309 and Route 378. Follow General Directions above.