About The Event

Succession Planning

You spent years building your business, but have you taken the right steps to ensure your business succeeds in the future whether you are around or not?  This session will identify the different aspects of business succession planning and the different plans you can put in place to secure a successful succession. Join Jim Aussem, alumnus of the COSE Strategic Planning Course, as he shares how to insure your business will be left in good hands. 

Topics Covered:

  • How to successfully facilitate the transfer of your business to family or key employees
  • Deciding if you should outright sell the business
  • Is an employee stock ownership plan (ESOP) right for you

About the Speaker:

James Aussem, is a shareholder of Cavitch, Familo & Durkin, Co., LPA, a member of its board of directors and chair of the Business Practice Group. Mr. Aussem’s practice is focused on mergers and acquisitions as well as succession planning, and estates and trusts. Mr. Aussem is a frequent speaker, facilitator, and instructor for many professional organizations on topics such as business succession, estate planning, insurance, trusts and estates. He has been chosen as One of America's Best Lawyers every year since 2009 and for the past four years he has been chosen in two categories, Corporate Law and Trusts and Estates. Mr. Aussem has been designated an Accredited Estate Planner (AEP®) by the National Association of Estate Planners & Councils.

Guest Speaker

Jim Aussem

Jim Aussem

Attorney & Shareholder, Cavitch Familo & Durkin, Co., LPA


$0 for members

$0 for non-members


RegisterTrouble registering? Contact events@cose.org or by calling 216-592-2379


COSE Offices

1240 Huron Road East

Cleveland, Ohio 44115

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