facebook twitter flickr you tube pinterest

Financial Strategies for Business Owners

Financial Strategies for Business Owners:
Securing Your Legacy: Protect Your Asset from Taxes and Competitors

Sponsored by Otterbein University's MBA and Adult & Transfer Programs

Course Agenda

Pre Planning
  • Assembling your advisory team
  • Anticipating stakeholder goals
  • Reviewing curb appeal
  • Evaluating strategies
  • Decompress
  • Execute your plan for future
  • Update wealth management strategy
  • Succession planning
Securing Your Legacy
  • Stock Purchase Agreements
  • Buy-Sell Agreements
  • Special Needs
  • Second Marriage/Prior Children relationships planning
  • Unmarried Couples planning
Short Term Planning
  • Reviewing Market Analysis
  • Continuing business “clean up”
  • How will purchase be made?
  • Restricted stock?
  • Confidentiality
  • Running the company
Estate Planning
  • Calculating your estate
  • Trust planning
  • Tax Planning
Case Studies
Retirement Account and Fiduciary Responsibilities
  • 401(k) & Individual 401(k)
  • SEP
  • Simple
  • Pension Plans
  • Safe Harbor

Each session consists of four classes. Choose either Tuesdays or Thursdays.

Location: Otterbein University, Roush Hall, Room 338, 27 S. Grove St., Westerville, OH.

Workshops are available on each of the following Tuesdays or
Thursdays from May 12 to May 28, 2015.


Month Day
May 12
May 19
May 26


Month Day
May 14
May 21
May 28

All sessions 8:00 – 9:30 a.m. and meet in the boardroom of Roush Hall, room 338.
Tuition is $89 per person (limit 2).

Registration is now closed. For questions, please contact Mark Moffitt at mmoffitt@otterbein.edu or 614.823.1108.