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DTSTART;TZID=America/New_York:20260813T110000
DTEND;TZID=America/New_York:20260813T130000
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SUMMARY:Succession Planning Workshop
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 earlyDetermining the value of your businessTax implications and strategies to maximize business valueLegal considerations for ownership transfers and buy-sell agreementsFamily business succession and preparing the next generationEmployee ownership and third-party sale optionsProtecting your legacy while ensuring business continuityCommon mistakes that can reduce business value or delay a transitionBuilding a team of trusted advisors to guide the processWho 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 EngineersAnna Pavlack   Davis Brothers Heating & AirGinny & Dave Allison   Former Owners\, Davis BrothersWhether 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.
X-ALT-DESC;FMTTYPE=text/html:<!DOCTYPE html><html><head><title></title></head><body aria-disabled="false"><p><meta charset="utf-8" /></p><p>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.</p><p>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&#39\;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.</p><p style="text-align: center\;"><strong fr-original-style="" style="font-weight: 700\;">Topics will include:</strong></p><ul fr-original-style="" style="list-style-position: inside\;"><li>When to begin succession planning&mdash\;and why it&#39\;s never too early</li><li>Determining the value of your business</li><li>Tax implications and strategies to maximize business value</li><li>Legal considerations for ownership transfers and buy-sell agreements</li><li>Family business succession and preparing the next generation</li><li>Employee ownership and third-party sale options</li><li>Protecting your legacy while ensuring business continuity</li><li>Common mistakes that can reduce business value or delay a transition</li><li>Building a team of trusted advisors to guide the process</li></ul><p>Who should attend: Business owners\, family-owned businesses\, entrepreneurs\, and anyone beginning to think about their long-term exit strategy and legacy.</p><p><strong fr-original-style="" style="font-weight: 700\;">Featured Speakers:</strong></p><ul fr-original-style="" style="list-style-position: inside\;"><li><strong fr-original-style="" style="font-weight: 700\;">Joel Valentine &mdash\;&nbsp\;</strong>Wessel &amp\; Co.</li><li><strong fr-original-style="" style="font-weight: 700\;">Bill Lestitian</strong> &mdash\; Gateway Engineers</li><li><strong fr-original-style="" style="font-weight: 700\;">Anna Pavlack</strong> &mdash\; Davis Brothers Heating &amp\; Air</li><li><strong fr-original-style="" style="font-weight: 700\;">Ginny &amp\; Dave Allison</strong> &mdash\; Former Owners\, Davis Brothers</li></ul><p>Whether you&#39\;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.</p><p><img src="https://res.cloudinary.com/micronetonline/image/upload/q_auto\,f_auto\,c_limit\,w_2000\,h_2000/v1782761709/tenants/799014db-b5ac-4d8d-94ac-488db4c11dd9/e7bd000ad368439db36f29c85d9cc303/Succession-Planning-Workshop-Flyer-1.png" width="791" height="1024" style="display: block\; vertical-align: top\; margin: 5px auto 5px 0px\; text-align: left\; position: relative\; max-width: 100%\; cursor: pointer\; padding: 0px 1px\;" fr-original-style="display: block\; vertical-align: top\; margin: 5px auto 5px 0px\; text-align: left\;" fr-original-class="fr-draggable" /></p></body></html>
LOCATION:600 Philadelphia Street Welcome Center Conference Room Indiana PA 15701
UID:e.4097.1556378
SEQUENCE:3
DTSTAMP:20260710T003030Z
URL:https://business.indianacountychamber.com/event-calendar/Details/succession-planning-workshop-1835133?sourceTypeId=Hub
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