Episode 1: Exit Planning with Shannon Lewandoski

Shannon Lewandoski is both a designated CEPA and member of the Synergy Wealth Team. Shannon works closely with entrepreneurs and business owners in supporting their financial growth methods. During this session of Broker Banter, we discuss the virtues required to overcome potential hurdles as they relate to business owner exit strategies.

Episode 2: Legal Matters in Acquisition with Brian Rogers

After spending a number of years with corporate firms including Thompson Coburn LLP, Brian Rogers founded Blue Maven Law with one mission in mind: to help small business owners understand and simplify the legal hurdles necessary for building, managing, and growing their companies. From mergers and acquisitions to daily operations, Brian enjoys providing personalized and user-friendly law services to make it easier for entrepreneurs to be successful. In this session of Broker Banter, Brian educates us on some of his experiences as it relates to these topics.

Episode 3: Estate and Tax Planning with Patrick Conner

Patrick focuses on wealth, tax, trust and estate planning; estate and trust administration; probate; privately held business and corporate planning; asset protection planning; special needs planning; and probate and trust litigation. He has designed and implemented numerous plans to minimize income, gift, estate and generation-skipping transfer taxes associated with succession planning for individuals and privately held businesses. He also represents fiduciaries, beneficiaries and other claimants when controversies arise involving taxes, trusts, estates and related property interests. Within this episode of Broker Banter, Patrick displays an incredible range of education covering the forgone mentioned.

Epsiode 4: Buying a Business Part 1 with Kate Schoemehl

Kate is the founder of Metro Medspa. Kate found her way into the Aesthetic Industry 10 years ago as an Aesthetic Practice Development Specialist launching a Gold Standard Skin Tightening Device in New York City. This experience has given Kate a unique vision for Metro Medspa. The business has been entirely redeveloped since Kate’s husband, Jim, purchased the ongoing concern a few years ago. In this episode of Broker Banter, Kate provides an incredible testimony around the process of purchasing an existing business and what it’s taken to reach a level of success Metro Medspa is currently experiencing.