• Learn how to best reduce the tax burden from the sale of your business.
• The best options for Investing the proceeds from the sale of your business.

Our Speakers

John Spradlin, Managing Director-Citrin Cooperman

John is a managing director in Citrin Cooperman’s Private Client Services Practice with more than 15 years of legal and accounting experience working with complex, multigenerational family offices and their businesses. He provides innovative tax planning and tax saving strategies for individuals and business owners, focusing on income tax, entity formation, asset protection, deferred compensation, succession planning, estate planning, international, and state and local taxation, charitable giving, and estate and gift tax planning.

 John works with large family offices, high-net-worth individuals, and closely held business entrepreneurs in a variety of industries, including natural resources, real estate, and distribution.

Andre Robledo, Partner-Citrin Cooperman

André is a partner in Citrin Cooperman's Transaction Advisory Services Practice responsible for leading due diligence engagements for both strategic and financial buyers, corporate clients, and founder-led businesses. He oversees buy-side and sell-side transactions and guides clients through deal-related issues.

 André has more than 20 years of professional services experience. He has worked on more than 300 transactions across a variety of industries in the middle market, including industrial products, manufacturing and distribution, food and beverage, healthcare, consumer products, and retail. In addition to buy- and sell-side services, André also performs working capital calculations and other agreed-upon procedures and projects.

Aron Weingard, financial advisor-Weingard Wealth Management at Raymond James

Aron Weingard is a financial advisor with Weingard Wealth Management at Raymond James. He works alongside his brother, Robert, and his mother, Nancy, who founded the practice in 1996. Aron specializes in advising business owners and high-net-worth individuals and families, with a focus on exit planning, inflation, and tax mitigation strategies around liquidity events. He is frequently invited to speak on these topics in publications and at national wealth management and investment banking conferences. He also serves as a mentor for the Raymond James Institute for Business Owner Excellence MasterClass, helping train other advisors in exit planning. In 2024, Aron was recognized as an InvestmentNews Rising Star 40 Under 40 honoree.

Outside of work, Aron was named the 2022 winner of the Invest in Others Emerging Impact Award, which recognizes advisors under 45 who have made a meaningful impact in their communities. He earned this distinction for his leadership role in building Experience Camps for Grieving Children, a nonprofit he has supported since its founding in 2009.

Stuart R. Morris,  Co-Chair - Private Client Services | Cozen O'Connor

Stuart R. Morris is an estate, asset protection and business planning attorney that  practices exclusively in estate and gift tax planning, domestic and international asset protection, wills and trusts, business structuring and succession planning,  probate, planning techniques for highly compensated individuals, pre-immigration planning and domestic and international tax planning. He is dedicated to helping individuals and families preserve their wealth for future generations, maximizing inheritances and minimizing taxes.

SPONSORS

the venue

The Novo Los Olas State Room is a beautiful private venue at 220 SE Second Street on the 9th Floor with an outdoor patio that bleeds into a pool setting with firepit.   Go to the elevators and check in at the concierge to access the 9th floor.

If you are coming up from Miami or down from Palm Beach, consider taking the Brightline to avoid traffic.  The station is very close to the venue.

We will provide cocktails and appetizers from Corks and Forks Catering before the group discussion. 

Invite others!

Members are encouraged to bring clients, business owners or even other exit advisors for free.  Use the code provided to you.  We encourage non-members who haven't been invited by a member to purchase the guest pass and consider joining EAA.

Kindly register in advance so we can get an accurate headcount for planning.