Plan Your Roadmap to Success!

Join us as we hear from Speaker: Tracey Gillespie, SVP Business Transition Strategist, Wells Fargo Private Bank

Business owners are often so focused on top line sales, landing that big account, or chasing a fabulous opportunity, they often fail to build value in the business.

To avoid this mistake, learn what you can do today to build a roadmap to successfully realizing the rewards of business ownership: value to achieve your goals. 

About Tracey: Tracey advises business owners on finding the right plan so they may successfully transition their company when the time comes. Integrating business value and dynamics, personal objectives, wealth and tax considerations, Tracey and her team help owners maximize their outcomes and minimize risk. Prior to joining Wells Fargo, Tracey founded her own firm advising private businesses on growth, value creation and strategies for transitioning ownership. Relying on her over 25 years in finance, and consulting, Tracey has advised clients on shareholder buy-outs, recapitalizations, acquisitions and the range of sale options.

For issues with the registration or payment process, or any other questions about this event,contact NAWBO Charlotte, nawbo@nawbocharlotte.org or 704-900-3067