Business valuations and disability buy-out: An often overlooked piece of the buy-out puzzle

Date: Monday, May 14, 2018
Time: 6:00pm - 8:45pm
Location: Four Brothers Restaurant-Mahopac, NY
Speaker: Aaron Soury and John Gerard, LUTCF, CLTC

Aaron Soury

Managing Director, A Neumann & Associates

(914) 309-5785    aaron.soury@neumannassociates.com

 

 

Aaron is a seasoned marketing and management executive with over 30 years of experience.  His background includes over 10 years in the retail and wholesale apparel industries, and 20 years in the banking industry.  He has designed and administered sales and marketing plans and analyzed and planned budgets.  Aaron has written business plans and started two small businesses.  As a banker, Aaron managed single and multi-unit branches and was responsible for increasing deposits and revenue.  He worked with small to mid-sized companies, helping them with their banking, financing, investments, and planning.  Aaron is a strategic manager with strong organizational and planning skills.

 

Outside of work, Aaron is very community minded.  He is a member of a local Rotary club and sits on the boards of a couple of non-profit organizations and is a member of numerous chambers of commerce.  Additionally, Aaron founded and manages a 501(c)(3) non-profit scholarship foundation.  Aaron enjoys traveling and gardening.  He and his wife live with their son in Westchester County.  

 

John R. Gerard, LUTCF, CLTC

Vice President of Disability & Long Term Care Sales

 

John began his Insurance career in 1984 as a Bodily Injury Claims Adjuster for the Liberty Mutual Insurance Company. This perspective has allowed him to help Producers/Brokers recognize the importance of contractual language when securing the proper Disability Income and Long Term Care protection. After 25 years of personal production, John has transitioned into his current role of VP of DI and LTC Solutions. He has proven to be an asset as a project leader on several alliance programs in Accounting, Banking, Legal and Medical industries. 

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