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Offit Kurman CLE | Business Owner Exit Planning: Strategies

October 15, 2019 at 12:00 pm EDT

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October 15th, 2019

Session: 12:00 - 1:00 pm


Offit Kurman's Philadelphia Office
1801 Market Street
Suite 2300
Philadelphia, PA 19103


Satellite Locations:

Offit Kurman's Charlotte Office
301 South College Street
Suite 2600
Charlotte, NC 28202

Offit Kurman's Tysons Corner Office
8000 Towers Crescent Dr #1500
Vienna, VA 22182

Offit Kurman's New York Office
10 East 40th Street
New York, NY 10016

Business owners spend a lifetime building their business but spend little time planning on how to exit successfully.  In this second installment, participants will learn about a variety of strategies, including Management Buyouts, Gifting, ESOPs, and PEGs.  Participants will discuss the relevant legal codes, best practices, and possible pitfalls inherent within these options.

*Approved for 1.0 CLE in DE, NC, NY, PA, VA

Presented by: Herb Fineburg and Frank Spezzano

Mr. Spezzano is the sole owner/President of IRUS Advisory Corporation, in Philadelphia, PA.  He is also registered with Lion Street Financial, a broker/dealer with 1000 exclusive representatives nationwide, as well as a member of Legacy, Boston and Pinnacle Equity Solutions.



About Herb Fineburg

Mr. Fineburg is recognized as one of Philadelphia's most respected business lawyers whose substantial knowledge of tax law provides clients with strategic and cost-saving benefits in connection with commercial transactions, taxation and wills, trusts and estates matters. Known for his ability to resolve complicated matters effectively, Mr. Fineburg has assisted businesses and individuals with the organization of their finances, business and real estate affairs, and the structure of their assets (i.e., in LLCs, partnerships, corporations, trusts or joint ownership). He has substantial expertise in the preparation of buy-sell agreements for co-owners who are family members or unrelated business partners and has handled the resolution of shareholder and partner disputes and buy-outs. In addition, to working on bank financings, business contracts and employment matters for his business clients, Mr. Fineburg also provides advice on business acquisitions and sales.

To reserve your space, please contact Tony Gerdes at 410-209-6421 or at tgerdes@offitkurman.com.

Please also fill out the registration field below. 

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October 15, 2019
12:00 pm - 1:00 pm EDT
Event Category:


Offit Kurman – Philadelphia
1801 Market Street
Suite 2300, PA 19103 United States


Tony Gerdes