Tag: business succession planning

Controlled Exits Using ESOPs, part 2

Please join Wayne M. Zell, Esq. of Odin, Feldman, & Pittleman, and Ted Lauer, Sr. V.P. at Access National Bank, for their ESOP presentation, originally presented on April 29, 2014.  In this…

Read More

Wayne Zell Speaks on Business Succession Planning

On June 4, 2013, Wayne Zell spoke to a packed house (over 60 attendees!) at Ted’s Diner in Rockville, Maryland, on the subject of business succession planning.  Lessons learned: start…

Read More

Business Succession Planning

According to a recent national survey, 25-33 percent of family business shareholders who are nearing retirement haven’t completed any estate or succession planning other than writing a will. Some experts…

Read More