CSDZ Seminar: The Value of Identifying Successors to Maximize Your Company’s Value
Town & Country Club; 300 N Mississippi River Blvd; St Paul, MN 55104
Breakfast: 7:30 a.m.
Presentation: 8 a.m.
Join our experts on November 14, 2019, for a joint presentation for current and future construction company owners exploring the challenges and motivating factors around succession planning with a goal to meet everyone’s needs. The event will include exploring creative solutions using non-qualified deferred compensation plans and partnership models..
This is the second session of a continuing series of advanced discussions on current and persistent topics in the construction industry. Benefit from legal, accounting, credit, and risk management perspectives on a variety of topics!
- Paul Longsdorf, accountant at Redpath and Company, Ltd — Paul Longsdorf is a partner and client manager and works extensively with closely-held businesses in the areas of construction, real estate, and manufacturing and distribution. He specializes in corporate, partnership, and individual tax planning, as well as consulting on both national and international levels. He works with contractors and developers, focusing on tax-efficient entity structuring, banking relationships, and surety relationships.
- John C. Redpath, attorney at Fabyanske, Westra, Hart & Thomson, P.A — John Redpath works with closely-held businesses and their principals on estate and succession planning, business and tax planning, as well as mergers and acquisitions. Prior to becoming an attorney, John was a CPA which offers additional perspective on business planning.
- Josh Loftis, Senior Vice President at CSDZ — Josh Loftis joined CSDZ in 2005. He is part of the CSDZ Leadership Team and focuses on Surety and Performance Risk. Prior to joining CSDZ, Josh served as a Surety Underwriter and Regional Manager for the Chubb Group of Insurance Companies. He is active in the industry and serves on multiple client and market advisory boards.
If you have any questions, please call Paul Longsdorf at 651-407-5831 or Bob Bowman at 612-349-2404.