Join us in person for an insightful session where we dive into the essentials of business succession planning. Whether you’re ready to pass the torch or just starting to think about it, this forum offers practical tips and real-world advice to keep your company thriving through leadership changes. Don’t miss out on connecting with fellow CEOs and experts who get it!
Why You Should Attend:
- Investment strategies & tax planning in a shifting market
- Tariff impacts on your bottom line
- Asset protection through legal structures & trusts
- Business valuation best practices for small and mid-sized businesses
- Using a fractional CFO to improve cash flow & profitability
NOTE — After registration, please look for the reminder emails that are sent 48 hours before and day of the event. These reminders may contain important details such as parking directions (or a Zoom link for online events).
Date:
Wednesday, January 7th, 2026 / 5:30 p.m. – 7:30 p.m. ET
ceonexus.com/010726r
For more information about this event, please click the registration link above.
Russell Slappey – Founder/CEO and Managing Partner, Nperspective — Russell Slappey is responsible for overseeing the Florida market. He combines over 20 years of experience in Accounting, Information Systems and Taxation. He takes a hands-on, roll-up-your-sleeves approach in working with business owners both large and small. Since founding Nperspective, he has provided solutions for clients in healthcare, manufacturing, construction, distribution, real estate, retail, and internet based companies.
Alan B. Cohn, Partner, Greenspoon Marder — Alan B. Cohn is a partner in the Wills, Trusts & Estates practice group at Greenspoon Marder. He focuses his practice on counseling business and families on estate and tax planning, asset protection, philanthropic planning, trust formation, among various other related matters. Mr. Cohn also advises a wide array of clients in planning and establishing foundations and charitable trusts.
Riad Shanawany, CEO, Myriad Capital / Ft. Lauderdale — Riad Shanawany has been in the financial services industry for over 25 years, serving family business and trusts throughout the state of Florida and nationwide. His expertise is in Asset Management Strategy and Investment planning. Riad advises on both business and private wealth management. The firm strives for multi-generational planning and think of generations, not quarters.
Sheri Schultz, Managing Partner, Fiske – a Springline company — Sheri Fiske Schultz is Managing Partner at Fiske, a Springline company, with over 35 years of experience in business valuations and forensic accounting. She served on the AICPA Business Valuation Committee, helping shape national guidelines for CPAs. Sheri is a seasoned expert witness and frequent speaker on valuation and financial forensics. Her leadership has earned her national recognition and industry awards.
