Annual Dinner: Traps to Avoid When Developing a Succession Plan for a Professional Services Firm

Date: Monday, May 6, 2019
Time: 5:30pm - 8:00pm
Location: Palmers Restaurant
Speaker: John Colucci , Esq., CPA

Location: Palmers Restaurant, Andover, Mass.

Topic: Traps to Avoid When Developing a Succession Plan for a Professional Services Firm

The partners in Professional Services Firms are aging at a very fast past.  As we have all heard by now, 10,000 people will turn 65 each year for the next 20 years.  Given the age of owners of professional services firms, succession planning should be a high priority for most firms.  Attorney Colucci will discuss some of the most common pitfalls in succession planning that he has encountered and the best strategies to avoid them.  While geared toward professional services firms, the concepts apply to almost all business succession planning.

Speraker BIO: John Colucci is a corporate attorney at McLane Middleton.  His dual background as both an attorney and CPA is a unique skill set that gives him a differentiating perspective and depth of understanding of the legal issues necessary for protecting a growing business, as well as the financial drivers of operating and sustaining a successful company.  John’s clients range from start-up companies to large multi-owner private corporations.  John has extensive experience in all areas of commercial transactions and business operations, and practices in the areas of business law, tax law, and business succession planning.

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