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, developed by MassMutual and SCORE, will help you plan for the next stage for your business, for yourself, and for generations to come.
You’ve built a nice business, but how do you:
Owners may be too close to their businesses to objectively value them:
What matters is not what you get for your business, it’s what you keep of what you get:
Most owners count on their business proceeds for retirement:
Registration Fee: $40.00*
Veterans: Free admission is available for this class. Click Here for details.
If you have trouble registering, send an email to info@svscore.org
This will be a live video conference class. The link to join will be sent to you upon registration.
About The Speakers:
Gene E. Sinclair
Principal & SVP of Client Development
Based in Palo Alto, California, Gene is the GW & Wade Principal in charge of Client Development for California and the West. Gene works with individuals, families and corporations to deliver GW & Wade's Wealth Management Services.
During his long career in financial services, Gene worked with both regional and national brokerage firms. He also co-founded a successful independent investment advisory firm and a successful, venture-backed start-up that revolutionized money management platforms for independent broker-dealers, banks and investment advisory companies.
Justin Wiles, JD
Counselor
Based in Palo Alto, Justin Wiles has been with GW & Wade since 2015, specializing in investment management, financial counseling and tax planning. He currently provides tax, investment, estate planning and retirement advice to a wide range of clients including startup professionals, executives of more established firms and retirees.
Prior to joining GW & Wade, Justin specialized in individual and partnership tax at a San Francisco accounting firm.