Are you prepared for the future?
A Business Transition Plan protects business owners when they’re ready to sell the business or otherwise change a partnership agreement or ownership. It is arguably one of the most important transactions of a business owner’s life.
Without a solid transition plan, a business owner may not be able to ensure that the business culture and goals are honored. Many business owners see their dreams and hard work left behind if business transition agreements are not in place.
Do you have a plan? What if tragedy hits or an owner unexpectedly passes? How will you protect your family and your workforce?
We’ll convene experts who will share their knowledge and speak about real life experiences.
WHY ATTEND?
Expert Guidance. Learn from experienced professionals and industry leaders who are familiar with navigating the complexities of business transition
Interactive Session. Engage in a real-life case study, hands-on activities and an open Q&A session to ensure you leave with practical and actionable strategies
Key Discussion Topics
Business Valuation and Financial Planning – ensuring your business is financially ready for transition
Legal Aspects – understanding legal implications and preparing necessary documentation
Tax Planning – minimizing tax liabilities during transition
Exit Strategies – exploring various exit options and choosing the best one for your business
Identifying and Preparing Your Successor
ENGAGE WITH OUR PANEL OF EXPERTS
Moderator
Ilona Lohrey
President & CEO - GSBA
Key Business Owner
Kevin Spratt
President - Precision Door Service
Mergers & Acquisitions
Tod Fiscus
Principal - Transition 360
Dan Stone
Transition 360
Wealth Advisor
Andrew Held
CFP, Executive Director, Banker - J.P Morgan Private Bank
Business Banker
Anthony Mar
VP, Senior Relationship Manager, Business Banker - J.P Morgan Chase
Attorney
Paige Davis
Shareholder - Lane Powell PC
CPA
Michelle VanDellen
Moss Adams
This program is presented by:
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