Description

Are you prepared to step away from your business on your own terms? This succession planning workshop is designed to help business owners develop a clear strategy for transferring ownership while protecting the value of their business, their employees, their customers, and their family.

Attendees will hear from a panel of experienced accountants, attorneys, and succession planning professionals who will walk through the financial, legal, tax, and estate planning considerations every owner should understand. You'll also hear directly from local business owners who have successfully navigated the succession process and are ready to share their experiences, lessons learned, and advice for avoiding common pitfalls.

Topics will include:

• When to begin succession planning—and why it's never too early
• Determining the value of your business
• Tax implications and strategies to maximize business value
• Legal considerations for ownership transfers and buy-sell agreements
• Family business succession and preparing the next generation
• Employee ownership and third-party sale options
• Protecting your legacy while ensuring business continuity
• Common mistakes that can reduce business value or delay a transition
• Building a team of trusted advisors to guide the process

Who should attend: Business owners, family-owned businesses, entrepreneurs, and anyone beginning to think about their long-term exit strategy and legacy.

Featured Speakers:

• Joel Valentine — Wessel & Co.
• Bill Lestitian — Gateway Engineers
• Anna Pavlack — Davis Brothers Heating & Air
• Ginny & Dave Allison — Former Owners, Davis Brothers

Whether you're years away from a transition or ready to start planning now, this workshop will give you the tools and connections to move forward with confidence.