LEWISTON — The Lewiston Auburn Metropolitan Chamber of Commerce will host its Finance Matters Series from 8:30 to 10:30 a.m. Wednesday, May 11, in the chamber’s conference room, 415 Lisbon St.
The topic will be “Exit Planning: Structuring Transfers to Inside Parties.” Presenter will be David Jean, CPA, CCIFP, CExP, principal of Albin, Randall & Bennett.
The seminar will focus on structuring an inside transfer to family members, key employees or an employee stock ownership plan. Also presented will be the different strategies to facilitate the transition of ownership, such as gifting, stock bonus awards and stock purchase agreements. Common problems associated with transferring ownership to business-active children when the owner has nonbusiness-active children will also be addressed.
Jean specializes primarily in financial accounting and consulting for closely held businesses, including construction, manufacturing and real estate development companies.
The chamber will host Finance Matters seminars through December. All seminars will be held at the chamber in Lewiston and cost $25 for members, $50 for nonmembers.
Registration is available at www.LAMetroChamber.com. For questions, call the chamber at 207-783-2249.
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