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Parry Presenting on Business Transition Planning

On April 23, 2015, Jon Parry, a business and estate planning attorney at Kruse Landa Maycock & Ricks, will co-present with certified financial planner Susan Wiecks regarding how business owners may plan for one of the most important events of their lives – the transition of their business. Parry will go through a checklist of eight critical planning issues business owners should review, including how to work with employees to improve the success of any transition. Wiecks’ portion of the presentation will focus on the unique challenges business owners face in saving for retirement, and the planning tools they might apply to live more comfortably in retirement.

The presentation, including a complimentary lunch, will be held from 11:30 a.m. to 1:00 p.m. at the Staybridge Suites conference center at 747 West Blue Vista Lane, Midvale, Utah. Space is limited and an advance reservation is required. Business owners should RSVP to Mr. Parry at 801-531-7090 or jparry@klmrlaw.com.

Jon Parry began law practice in 1996 and earned certification as a business exit planner from the Business Enterprise Institute in 2012. His practice focuses on business law and estate planning, including mergers and acquisitions. In the context of business transition planning, Jon works to help business owners grow their businesses, limit taxes, and incentivize key employees, all in balance with development of the owner’s transition plan. In the community, Jon is a currently board president of the Vest Pocket Business Coalition, an independent business advocacy organization in Salt Lake City.