How To Build A Creative Succession Plan to Meet Your Business and Personal Goals 

Succession and exit planning are necessary in protecting the business and ensuring a business owner can successful transition and leave a business he or she has built.  Early planning is critical in maximizing the company’s value and having a plan and team of professionals in place will result in a successful transition of the business.  This month we will talk with advisors who assist companies in the planning process.  They each have a role in the process and will share the steps, alternatives, and pitfalls to help you to make a plan that will result in success.   The program will offer a workshop format with small group breakout session with each presenter.  You will leave this seminar understanding:

• Personal and business goals to help determine the best time to sell
• How your business is valued and strategies to make it more attractive to the market
• Financing options for family members, employees, or third party purchasers
• Structuring the transaction to maximize tax and income benefits for you

Presenters/Participants:

Lauren Burgon, Equinox Business Law Group

Alicia Johnston, Wells Fargo

Cory Baer, Wells Fargo Advisors

Ed Kirk, ASG Partners