Save The Date!

Posted February 10, 2010 in Firm News by Michael Lonich.

Join Lonich Patton Erlich Policastri, LLP at the  Succession Planning Seminar: Leveraging a Legacy on April 29th, 2010.  This is an event for owners and executives of successful, family owned or closely held, businesses who are trying to efficiently guide their company to greater success today. Gain a lot of useful information by attending this prestigious event including;

  • 6 practical steps to increase the success, sustainability, productivity and value of your business.
  • Discover how you can effectively plan, strategize and utilize your resources to thrive in this current economic climate.
  • Learn how to set up the company for an eventual transition.
  • Learn how all the pieces fit together (tax, legal, financial, banking) to create the ultimate succession plan.

We look forward to seeing you there!  For more information please visit the event website at

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