ABOUT THE PRESENTATION:

Succession Planning For Your Business

Come join us as Bonnie teaches us what she learned in her journey of selling two businesses. She will discuss how to prepare, shop, using a Letter of Intent and Executing. Robert will discuss the legal side of selling your business, including buy-sell agreements and what business owners need to know.

Succession Planning Twice – Here’s to Getting the Hang of It by Bonnie Ashby

Bonnie has sold two businesses, first in 2008 and again in 2021. She’ll share what she learned along the way. As a CEPA Certified Exit Planning Advisor, Bonnie also helps others exit their business. Most businesses die on the vine, never sold or are undersold. Don’t let that happen to you. Prepare, Shop, LOI, Binding LOI, Execute. Then what?

Buy-Sell Agreements: What Business Owners Need to Know by Robert A. Feisee

This presentation is designed to teach business owners and/or advisors how to perform an initial review of a client/business owner’s buy-sell agreement. Attorney Bobby Feisee will teach business owners and advisors how to perform a “buy- sell” audit with an easy to use checklist. The audit is designed to identify and motivate suitable candidates to review their current business planning structure, which includes proper funding of the buy-sell.

ABOUT THE PRESENTERS

Bonnie Ashby

Bonnie has been working as a Certified Financial Planner, CFP®, for families since 1992. Before that, she owned a tax practice and worked for other firms as a tax preparer. She also earned the Accredited Investment Fiduciary, AIF®, designation, Certified Exit Planning Advisor, CEPA® and Certified Divorce

Financial Analyst designation, CDFATM. She served on the following boards: National Board for the Financial Planning Association (FPA), South Region Board for the National Association of Personal Financial Advisors (NAPFA), and Foundation for Financial Planning board.

She is past President on the Board of Directors for the non-profit Loudoun Therapeutic Riding (http://www.ltrf.org/), and formerly on the board of Association of Divorce Financial Planners (ADFP). Currently on the board for the non-profit Oatlands, Historic House & Gardens (A National Trust Historic Site).

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Robert A. Feisee

Mr. Feisee is an estate and business planning attorney practicing and is licensed in VA, MD, DC, WV, CA. He is a graduate of George Mason University Law School (1996) and Syracuse University undergraduate (1993). As a result of his father’s 10 year battle with Alzheimer’s, Mr. Feisee has made it his mission to educate the public on the real legal and financial issues most people need to face in their estate planning. Mr. Feisee strives to keep a balanced perspective in his business and personal life.

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