“Succession & Exit Planning” Course

Please join Financial Service Professionals (Baltimore Chapter) on Tuesday, April 3rd for a continuing education seminar presented by Gregory Caruso, JD, CPA, CVA from Harvest Business Advisors.

This presentation will look at how business value is created, measured, and transferred. Opportunities for planning and increasing value throughout the process will be highlighted.

Greg Caruso - Harvest Business AdvisorsGreg Caruso is an expert who works throughout the Mid-Atlantic with business owners to create and realize business value through business valuation, succession planning, and private company M&A. He is licensed in Maryland as an Attorney, Certified Public Accountant and Certified Valuation Analyst.

Over the past 15 years successfully completed over 50 business merger or sale transactions
He has been an advisor on acquisitions, exit strategies, and valuations of over 250 firms.
He is Editor-In-Chief of “Around the Valuation World” the most two interesting hours in business valuation, a monthly webinar produced by the NACVA

2 CE Credits for Maryland L&H and CFP

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When you RSVP, please indicate all industry organizations in which you hold membership; e.g., SFSP, NAIFA, FPA, CPCU, BAHU etc. If none, please note “none”.

Tuesday, 4/3/18
8:00am: Continental Breakfast & Networking
8:25am: Announcements
8:30-10:30am: CE Program

PSA Learning Center
11311 McCormick Road,
Suite 500
Hunt Valley, MD 21031

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