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
May 11 / 4 - 6pm
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
June 8 / 4 - 6pm
Exit Planning is Good Business Strategy by George Hodges-Fulton, CEPA, GHF-LLC