Business Transition Insights

Please join us for a unique panel discussion featuring experts from Key Private Bank’s Wealth Consulting Group and Dinsmore. This event will be moderated by Key Private Bank Senior Relationship Manager, Kim Cantalamessa as she guides Key Family Wealth Consulting Group’s Panelists Kalimah White, JD and Sasha Herzig, JD, and Dinsmore attorney, Rachel Pressde, Esq., through an in-depth discussion of vital topics for private business owners.

Event Details: Topics to be covered include navigating unsolicited offers, knowing the critical questions to ask prior to a business transition, understanding your business’s value, personal and business tax planning, and pre and post-transition strategies for owner’s personal and business planning.