Winning Strategies for Buy-Sell Agreements & Succession Planning

Business owners are invited to join us for a free lunch and learn presentation. Shareholders Rick Guerisoli and Matt Hafen will lead a valuable discussion on considerations for buy-sell agreements and other succession strategies and issues. Register today to learn about winning strategies for your business. This presentation will also qualify for CLE / CPE / CE credit for professionals that wish to attend. Rick L. Guerisoli is a Shareholder in Durham Jones & Pinegar’s St. George, Utah, office and a member of the Business & Finance and Real Estate Sections. His business and finance practice consists of advising business owners regarding business matters relating to entity formation and operation, contract preparation and negotiation, as well as corporate finance and business combination transactions, including private securities offerings, debt and equity financing transactions, mergers, stock/asset acquisitions and other corporate partnering transactions. Matthew F. Hafen assists clients throughout Utah, California, Nevada and Arizona on a variety of matters including complex trust, estate, and business matters including the development and implementation of estate plans, wealth-transfer strategies, business-succession plans, gift plans for families for effective gift and estate tax planning, and the formation, governance, and sale of business entities. Mr. Hafen offers practical advice to families and business owners to help each of his clients ensure that their vision for the future is achieved.