Save your spot for a joint meeting with the Center for Free Enterprise and OSCPA!
• Get the tools you need to sell your practice or advise clients preparing to sell their businesses.
• Discover how to have a smooth transition to new ownership and realize the gains of your years of hard work.
• Obtain strategies to transition a business successfully.
• Learn about tax implications associated with ownership transition.
• Earn 1.5 hours of CPE
Please note: You do not need to be an OSCPA member, but you will need to create a MyOSCPA account and enter thru our learning center.
Eric Schwarz, CFP
Eric Schwarz has a 25+ year career in the finance and wealth planning field. As a Certified Financial Planner and Certified Exit Planning Advisor, Eric is an expert in guiding successful entrepreneurs and wealthy families through strategic and financial exits of their privately held companies. Eric is also a co-founder of theCenter for Free Enterprise.
Tiffany M. Crosby, CPA, CGMA, CTP, MBA
Tiffany Crosby is the Executive Director of Learning and Development for The Ohio Society of CPAs. In her role, she is responsible for oversight of the strategy and planning for the over 400 learning products and services offered by OSCPA.
Cleveland Private Trust Company engages with Families and Entrepreneurs through several unique service offerings. Many of our clients elect for us to conduct a Comprehensive Financial Plan to address both simple and complex financial needs. Allowing us to use the findings of this process creates financial efficiencies, significant fee reductions and true clarity.
Creative Gold Media is a video production company based in Cleveland, Ohio. We specialize in video production and related services for branding, promotion and training. We help non-profits and small businesses attract new clients and increase revenue. For more information please contact: