Tuesday, October 11, 5:30 - 7:00 p.m.
The Coaching Center of Vermont
Champlain Mill, 20 Winooski Falls Way
Winooski, Vermont
Join us for a discussion on how to structure a deal from both financial and legal perspectives, the role of insurance in business buy-sell agreements, and working with family dynamics throughout.
John W. Davis, CPA, CFP, PFS, CVA; Managing Partner, Davis & Hodgdon Associates CPAs
John has over 30 years of public accounting experience focusing largely in the areas of taxation, financial planning, mergers and acquisitions and business consulting. In 1990 John founded what is now Davis & Hodgdon Associates, CPA's.
Jennifer Dudanowicz, Esq., Merritt & Merritt & Moulton
Jennifer L. Dudanowicz recently joined Merritt & Merritt & Moulton as an Associate. Jennifer received her B.A. in Science and Technology Studies from Cornell and her J.D. from Duke University. Ms. Dudanowicz's practice is focused on general corporate and securities law with a concentration in debt and equity financings.
Jim Hedbor, MSFS, CFP, Client Centered Financial
Working in Northwest Vermont since 1978, Jim specialized in working with business owners and professionals, including business succession arrangements.
Josh Patrick, Principal, Stage 2 Planning Partners
Josh specialized in working with privately held businesses and their owners on a variety of strategic issues. The firm's goal is to help make our clients' lives better. We work to help our clients get measurable results that will help them improve the quality of their business and personal life.
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