IBERIABANK (www.iberiabank.com), a 125-year-old subsidiary of IBERIABANK Corporation, and SCORE of Naples continue their Small Business Seminar Series with a session titled “You Built It, You Grew It, Now Is the Time to Pass the Torch or Sell It; What Is Your Business Succession Plan?” This seminar, scheduled for Thursday, November 15, 2012 from 6:00 – 7:30 p.m. at IBERIABANK’s headquarters located at 2150 Goodlette Road in Naples will cover three very important business succession topics.
• How do you change the ownership of your business by selling, closing or transferring the business to your successors
• How do you establish an exit strategy for retirement or changing fields
• What tax implications should you consider when exiting your business
The curriculum for the course was developed by the Federal Deposit Insurance Corporation (FDIC) and Small Business Administration (SBA) as part of their “Money Smart for Small Business” program.
The seminar will be moderated by a representative from SCORE and presented by Keith Dameron, Vice President and Branch Manager for IBERIABANK. Before entering the banking, Dameron served as Senior Vice President with Massachusetts Mutual Insurance Company for 33 years prior to retiring in 1999. He oversaw 13 offices nationally with responsibility for 32 states. Following one year of retirement, he and his wife, Barbara, became full time residents of Marco Island where they had been visiting for over 15 years. Dameron started his second career as a banker on Marco Island. He has helped countless small businesses and individuals with their financial needs and volunteers countless hours in our community. In 2009, he was named the 2009 Marco Island Volunteer of the Year.
William (Bill) G. Morris, J.D. of the Law Offices of William G. Morris, P.A. will join Dameron to help answer any legal related business success questions. Morris has been practicing law in Florida since 1983. He specializes in general practice, including but not limited to real property, personal injury, civil litigation, contracts, corporate and other business entities, estate planning, domestic relations, condominium law and appellate practice. He graduated from the University of Florida with honors with a Juris Doctor degree and earned a Bachelor’s Degree from the University of Virginia.
To register for the seminar, please visit www.naples.score.org/localworkshops or you may call the SCORE office weekdays between 9:00 AM and noon at (239) 430-0081. There will be a $25 registration charge payable to SCORE of Naples. Checks or credit cards will be accepted. Veterans may register without charge.
SCORE of Naples is a nonprofit association dedicated to educating entrepreneurs and helping small businesses start, grow, and succeed nationwide. SCORE provides free consulting services on a broad variety of topics including writing a business plan, advertising and marketing strategies, negotiating leases, trademark registrations and navigating local government licensing and regulatory issues. The Naples SCORE chapter has over 60 volunteers with a wide variety of business backgrounds. In addition to face-to-face counseling, SCORE offer a variety of educational workshops on topics of interest to small businesses.
IBERIABANK has 276 combined offices, including 186 bank branch offices in Louisiana, Arkansas, Tennessee, Alabama, Texas, and Florida, 22 title insurance offices in Arkansas and Louisiana, and mortgage representatives in 59 locations in 12 states. IBKC also has eight locations with representatives of IBERIA Wealth Advisors in four states, and one office of IBERIA Capital Partners, L.L.C.