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Event: Succession Planning for Small Businesses

Succession Planning for Small Businesses

It’s never too early to start planning your small business exit strategy. Forty-eight percent of business owners don’t have an exit strategy or any idea what takes to sell a business, which requires careful preparation. Don’t miss this opportunity to hear from experienced attorneys who can get you thinking toward an exit that meets your financial goals.

Attendees will learn:

  • How to prepare for the transfer of business
  • Entity choices– advantages/disadvantages– legal and tax-wise
  • Employee purchase options and requirements
  • Co-op transition and requirements
  • Financing options (seller financing, outside financing, employee-owner capital, and capitalization and equity redemption strategies)
  • Processes and procedures (merger, asset vs stock purchase/sale, statutory conversion)

Business Succession for Small Businesses

Thursday, March 21, 8:30 a.m.- 3:00 p.m.

Region 10 | Montrose

$75, includes lunch


Informative. Insightful. Essential!

Meet the Attorneys

Jason Wiener

Linda Phillips

This workshop includes a FREE 3-part followup series

Wednesdays, April 10, 17, and 24, 9- 11 a.m.

Region 10 | Montrose

Attendees will learn:

  • How business valuation is determined
  • Who will buy your business
  • How to prepare your books for sale and transfer
  • Tax implications of the business sale

Meet Our Facilitator

John Angelo

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