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What's Next: Transitioning Your Business

September 19, 2024 2:00 PM - 4:30 PM (PDT)

Description

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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Contact Information

Name: Amy Burdick
Email: amyb@thegsba.org
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