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:
Presenters/Participants:
Lauren Burgon, Equinox Business Law Group
Alicia Johnston, Wells Fargo
Cory Baer, Wells Fargo Advisors
Ed Kirk, ASG Partners