The Cost of Waiting: A Legal and Financial Guide to Business Succession Planning

Description

BS&P CPAs and Consultants

Every business owner will eventually face a transition, whether through retirement, sale, succession to family, or the unexpected. Yet many owners put off the planning that makes those transitions successful, until a health event, a family disagreement, or a missed opportunity forces the issue.

Join Rupp Pfalzgraf LLC, BS&P CPAs and Consultants and BS&P Wealth Management on September 15, 2026 from 12-1pm for a complimentary webinar on what it takes to plan a successful business transition. Our attorneys and advisors will walk through the legal, financial, and tax considerations every closely held or family-owned business should address well before a transition becomes urgent and share what they see most often go wrong when owners wait too long.

What you will learn:
•How to start structuring a succession or exit plan, and the legal considerations that shape M&A transactions, ownership transfers, and leadership transitions
•How estate planning intersects with business succession, and strategies to preserve and transition family wealth across generations
•Why understanding your business's true valuation is essential to planning an ownership transition, and how a formal valuation supports better decision-making
•How to align your personal retirement and financial goals with your business exit timeline
•Proactive tax strategies that help preserve wealth and reduce tax exposure during a business transition

Register here: https://us06web.zoom.us/webinar/register/WN_OSCxlgEcSv-7FjiHr6qKGQ#/registration

About Our Speakers:

Samantha Beresford is an Associate in Rupp Pfalzgraf’s Trust and Estates Group. Sam advises individuals, families, and business owners on a broad range of estate planning and administration matters. She also works closely with business owners on succession planning and strategies to preserve and transition family wealth across generations.

Kevin Majchrowicz, CPA, CVA, CITP is a Partner at BS&P CPAs and Consultants with extensive experience in business valuation, audit, and advisory services, serving as trusted advisor to clients across a range of industries, with particular focus in family-owned and closely held businesses. As a Certified Valuation Analyst (CVA), he helps business owners understand the value of their companies to support strategic planning, ownership transitions, and long-term business and estate planning decisions.

Robert W. Romeo, CFP®, CEPA is an Advisor at BS&P Wealth Management specializing in financial planning and investment management for high-net-worth individuals and business owners. He brings over 40 years of expertise in retirement planning, trust and estate strategy, and exit planning, helping clients prepare for successful business transitions while protecting their long-term financial legacy.

Jennifer Shiao is a Partner in Rupp Pfalzgraf’s Business Law Group, where she advises businesses on regulatory, transactional, and operational matters, including mergers and acquisitions, partnership structuring, succession planning, and complex compliance issues. Known for her steady approach to high-stakes matters, Jennifer serves as a trusted advisor to organizations looking to scale while managing risk.

Matthew D. Sova, CPA is a Principal at BS&P CPAs and Consultants specializing in tax planning and advisory for closely held businesses and high net worth individuals. He is a trusted advisor to business owners and instrumental in developing proactive tax strategies that help preserve wealth, reduce tax exposure, and support long-term financial goals.

Neither MML Investors Services, LLC nor any of its subsidiaries, employees, or representatives are authorized to provide legal or tax advice. Estate planning services are provided in conjunction with your Estate Planning Attorney, Tax Attorney, and/or CPA. Consult your own legal and tax professionals for advice regarding your specific situation and any legal or tax matters. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. BS&P Wealth Management, LLC, BS&P CPAs and Consultants, and Rupp Pfalzgraf LLC are separate entities and are not affiliated with MML Investors Services, LLC or its affiliated companies. OSJ: 300 Corporate Pkwy., Ste. 216N, Amherst, NY 14226. 716-852-1321. Robert Romeo is licensed/registered to conduct business in AZ, CA, CO, FL, GA, IL, ME, MI, NC, NY, OH, SC and VA. Individuals outside of those jurisdictions should not attend. By joining the event, you are consenting to being recorded. CRN202908-11782409