John R. Kaddis, CFP® Participates on Panel for Southeast Entrepreneurship Conference
John R. Kaddis, CFP® was tapped by the Southeast Entrepreneurship Conference to share his experience with helping business owners effectively transition their businesses.
St Petersburg, FL, May 07, 2010 --(PR.com)-- John R. Kaddis, CFP® was one of three panelists who spoke recently at the Southeast Entrepreneurship Conference, hosted by the University of Tampa. The panel discussion offered practical advice for current and aspiring entrepreneurs to sell or transition their businesses.
Kaddis' discussion featured suggestions for leveraging financial benefits to attract and retain good team members, protecting the economic impact of key people, developing a succession plan and engaging a team of professionals, including a CPA, certified financial planner, estate planning attorney and exit planner to assist with the transition.
"I meet so many business owners who neglect to put together a comprehensive plan to transition their businesses, whether through its sale, structured buy-out, or having children take it over," said Kaddis. "There are a variety of things an entrepreneur can do to secure their financial future, but it takes a team of advisors to ensure their long-term goals are fulfilled."
Kaddis was joined by Michael Valdez of Exit Transition Planners and Tina Fischer of Your Business Editor. The panel was moderated by Ginger Reichl of Pinstripe Marketing.
About UBS Financial Services, Inc.
UBS is one of the world’s leading financial firms, serving a discerning international client base. UBS is a leading global wealth manager, leading global investment banking and securities firm, and one of the largest global asset managers. In Switzerland, UBS is the market leader in retail and commercial banking.
UBS is present in all major financial centers worldwide. It has offices in over 50 countries with about 37% of its employees working in the Americas, 34% in Switzerland, 16% in the rest of Europe and 13% in Asia Pacific. UBS employs more than 80,000 people around the world. Its shares are listed on the Swiss Exchange (SWX), the New York Stock Exchange (NYSE) and the Tokyo Stock Exchange (TSE).
The St. Petersburg office is located at the Wachovia Building, 150 Second Avenue North, Suite 1000, St. Petersburg, FL 33701. The telephone number is 727-892-2508.
UBS Financial Services Inc is a subsidiary of UBS AG. Member SIPC.
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Kaddis' discussion featured suggestions for leveraging financial benefits to attract and retain good team members, protecting the economic impact of key people, developing a succession plan and engaging a team of professionals, including a CPA, certified financial planner, estate planning attorney and exit planner to assist with the transition.
"I meet so many business owners who neglect to put together a comprehensive plan to transition their businesses, whether through its sale, structured buy-out, or having children take it over," said Kaddis. "There are a variety of things an entrepreneur can do to secure their financial future, but it takes a team of advisors to ensure their long-term goals are fulfilled."
Kaddis was joined by Michael Valdez of Exit Transition Planners and Tina Fischer of Your Business Editor. The panel was moderated by Ginger Reichl of Pinstripe Marketing.
About UBS Financial Services, Inc.
UBS is one of the world’s leading financial firms, serving a discerning international client base. UBS is a leading global wealth manager, leading global investment banking and securities firm, and one of the largest global asset managers. In Switzerland, UBS is the market leader in retail and commercial banking.
UBS is present in all major financial centers worldwide. It has offices in over 50 countries with about 37% of its employees working in the Americas, 34% in Switzerland, 16% in the rest of Europe and 13% in Asia Pacific. UBS employs more than 80,000 people around the world. Its shares are listed on the Swiss Exchange (SWX), the New York Stock Exchange (NYSE) and the Tokyo Stock Exchange (TSE).
The St. Petersburg office is located at the Wachovia Building, 150 Second Avenue North, Suite 1000, St. Petersburg, FL 33701. The telephone number is 727-892-2508.
UBS Financial Services Inc is a subsidiary of UBS AG. Member SIPC.
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Contact
Pinstripe Marketing for The Kaddis Group
Tamara Whittaker
727-214-1555
http://www.kaddisgroup.com
Tamara Whittaker
727-214-1555
http://www.kaddisgroup.com
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