Thursday, December 7, 2017 from 5:00 PM to 7:00 PM PST
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Greater Vancouver Chamber of Commerce
1101 Broadway
Vancouver, WA 98660

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Office is staffed by volunteers; please leave a message when calling.

SCORE Vancouver
SCORE Chapter 0566

Course Leader - Dave Farrell, MBA

Dave earned a BA in Economics from the University of Texas at Austin in 1971, and an MBA from the University of Phoenix (extension) in 1984. After a two year stint with the US Peace Corps in Malaysia, Dave worked in  consumer and mortgage banking with HFC (now HSBC), from which he retired after 20 years and then again with BAC from which he retired after 17 years. Since joining SCORE Dave has primarily concentrated on helping SCORE Clients with writing business plans, creating pro-forma budgets and break even analysis. As a recent double retiree, Dave has spend a significant about of time working to understand the succession planning, retirement and estate planning process.


A SCORE Seminar

Essentials of Business Succession Planning 


The statistics on businesses surviving through multiple generations are staggering. Just making it through the second generation is a milestone event for a business. Making it through the third generation is rare and making it to the fourth generation is almost unheard of. The good news is business owners can buck these trends with proper planning. This workshop begins by helping entrepreneurs understand the steps to planning for the eventual transfer of the business. This includes knowing the value of the business, choosing and preparing the appropriate successor, and having it all in writing. At the end of this section, clients should be prepared for a variety of business exit strategies – both voluntary and involuntary. 

The presenter will be David Farrell, an active member and immediate past officer of the SCORE Vancouver chapter. 

This workshop is being offered to the Vancouver Business Community through a grant from national SCORE partner, Mass Mutual.  The non-refundable reservation fee for this 2 hour program is only $5.  Seating is limited so please register early.  A copy of all presentation slides and other course materials will be emailed to registrants shortly prior to the seminar.  As always, seminar registrants will be encouraged to take advantage of SCORE's free business mentoring services at any time following the workshop.


SCORE "Counselors to America's Small Business" is a nonprofit association dedicated to educating entrepreneurs and helping small business start, grow and succeed nationwide.  SCORE is a resource partner of the U.S. Small Business Administration (SBA).

SCORE is headquartered in Herndon, VA and Washington, DC and has over 300 chapters throughout the United States and its territories with 11,000 + volunteers nationwide.  Both working and retired executives and business owners donate time and expertise as business counselors. Now celebrating its 53rd year, SCORE was founded in 1964.