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    For the business owner ready to implement key strategies and concepts with the right guidance and support.

    EVENT: Business Succession Planning
    The Vault

    EVENT: Business Succession Planning

    July 2016

    Date: August 16, 2016

    Time: 5:30 P.M. (networking), 6:00 P.M. (presentation)

    Location: 1616 Camden Rd., Suite 510, Charlotte, NC

    BGW CPA, PLLC is proud to present “Business Succession Planning” on Tuesday, August 16, 2016.  In this powerful session, our distinguished group of panelists will discuss selling your business, transitioning to the next generation, buy-outs, identifying financial and strategic buyers, and other related topics as requested by the audience. Moderated by BGW’s own Adam Boatsman, the event will also provide the opportunity for networking among guests.  

    Panelists include:

    • Keith Apton, Managing Director - Wealth Management Financial Advisor, The Capital ESOP Group
    • Leora Zach, Director, UBS Investment Bank
    • Julia Sun, Associate, UBS Investment Bank
    • Russell Bryan, Managing Director, Brookwood Associates

    To support its drive for local Charlotte Mecklenburg Schools, BGW CPA, PLLC is requesting donation of school supplies at the event.  Admission is otherwise free.

    Beverages and Hors d’Oeuvres will be served and the public is welcome.  Please R.S.V.P. to Rachel Coughtry,, or call 704.552.0553.


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