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TransitioNext Advisors Partner with Cleveland State University's Financial Aid Office to Bring Financial Education to College Students

October 18, 2018

TransitioNext Advisors' Keven Prather, CFBS and Michael Scerbin were honored to present to students, faculty and staff at Cleveland State University's financial literacy seminar Dollars and Sense in Cleveland, OH on October 16. Michael and Keven delivered a presentation focused on the topics of Budget Building, Personal Risk, Investment Basics and Financial Goal Setting.

Michael and Keven appreciated the opportunity to bring the topic of Financial Planning to college students to a college setting. They hope that the seminar can arm current students with the appropriate tools to help them make smart financial decisions that will set them up for success before they start their careers.

Cleveland State University is not an affiliate or subsidiary of MML Investors Services, LLC or it’s affiliated companies.

CRN202009-238485

TransitioNext Advisors' Keven Prather Presents at the Ohio State Bar Association Alongside Cindy Steeb of CLS Consulting

October 18, 2018

TransitioNext Advisors’ Keven Prather, CFBS was honored to present to members of the Ohio State Bar Association’s continuing education seminar in Columbus, Ohio on October 10. He joined Cindy Steeb, JD, MBA, President of CLS Consulting, LLC, in presenting “Estate Planning, Trust and Probate Law Specialization.” Keven and Cindy offered a case study approach to learning how to address leadership succession and ownership transitions in family businesses by using an Ohio Family Trust Company.

With the 2016 passage of the Ohio Family Trust Company Act, Ohio is one of a small number of states with statues allowing for both licensed and unlicensed family trust companies, providing a unique solution for shareholder transitions. Using a family trust for inter-generational transfer of a family business allows for multiple positive benefits in the areas of estate tax liability, first generation shareholders’ desire to remain “connected” to the business they built, and allowing the family’s mission, vision and values to carry through in the transition to future generations.

Keven and Cindy appreciated the opportunity to help further educate Ohio attorneys in the area of family business shareholder transition.

The Ohio State Bar Association, CLS Consulting, LLC and Cindy Steeb are not affiliates or subsidiaries of MML Investors Services, LLC or it’s affiliated companies.

CRN202009-238332

Business Private Client Group Announces Rebranding, Changes Name to TransitioNext Advisors

Cleveland, OH, October 11, 2018

Business Private Client Group at Skylight Financial Group is pleased to announce its rebranding to TransitioNext Advisors. As a company that realizes the complexities of family businesses that want to move towards the next generation of ownership and control of the family enterprise, the rebranding features the development of a new logo, a new website and the adoption of the new tagline: “Every Transition Can Mark the Start of Something Greater.”

Keven Prather, CFBS, Partner & Financial Planner at TransitioNext Advisors, said, “We have been helping family businesses transition for over 15 years. To better serve our existing and future clients we took this opportunity to not just rethink our name, but our entire brand. We are proud of refocusing our brand to one that showcases collaboration and aligns with the complex needs of the family businesses that we help.”

About TransitioNext Advisors

For over 15 years, TransitioNext Advisors has embraced a Total Wealth Planning approach that looks beyond corporate financials in order to help family businesses that are ready to exit achieve a strong financial backbone for their family. TransitioNext Advisors works in total collaboration with every member of both the business and the family as well as any strategic partners to help deliver a solution that truly makes sense. TransitioNext Advisors is headquartered in Cleveland, OH. 

CRN202009-237227

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