Succession or Selling...What's your strategy?

In this educational workshop series, participants will learn the best strategies for succession planning and selling a business, and how to improve either scenario. The speakers, experts in helping owners plan for succession, will recommend specific steps to make the process more rewarding. This 3-Phase Workshop will be a virtual panel discussion.
 
Here are the dates/times and topics that will be discussed in these workshops:

April 13 / 4 - 6pm

• Creating A Sellable Business Developing a Transition Strategy & Goals by Doug Howard, Remodelers Advantage 
• Keys to a Successful Transition – Financial Planning by Josh Morris, Valley View Advisors

• Keys to a Successful Transition - Legal by Thomas Croessmann, Croessmann & Westberg, P.C.
• Keys to a Successful Transition – Tax by Michael Callahan, Michael Callahan and Associates 

• Exit Planning is Good Business Strategy by George Hodges-Fulton, CEPA, GHF-LLC 
• Wrap-Up
  • Q and A from Attendees
  • Next Steps?