Transitioning Closely Held Business

May 3, 2016

The transition of a closely held business is difficult. This event will focus on the strategies and challenges related to transitioning closely held businesses including: valuation, management transition, ownership transition, control issues, income tax issues, estate tax issues and gift tax issues.

You are cordially invited to attend this First Midwest – Wealth Management sponsored presentation.

Tuesday, May 3, 2016
4:00 PM – 5:20 PM

Cocktails, hors d'oeuvres and networking will follow the presentations.

Featuring guest speakers:

  • Mark W. Weisbard—Member, Tax & Estate Planning, Dykema
  • Michael LoGiudice—Managing Director, Valuation & Transaction Alternatives, CBIZ Valuation Group

Edgewood Valley Country Club
7500 Willow Springs Road
LaGrange, IL 60525

RSVP by Friday, April 29, 2016 at

Rules of certain state supreme courts may consider this advertising and require us to advise you of such designation. CBIZ and Dykema are not affiliated with First Midwest Bank. Any opinions expressed in the presentation does not necessarily reflect the opinions of First Midwest Bank. Most wealth management products are not FDIC insured.