Business Transition Planning

Does your business have a vision for the long-term? Develop the strategies you need to future-proof your business in this free workshop led by the experts.

Three subject-matter experts will guide you through the essentials of protecting your business legacy:
• Business transition strategies to ensure financial protection for your family & key employees
• Business liquidity tax planning
• Sales, operating and transition agreements
• Planned controls and transfer of interests for closely held businesses
• How to explore different transition options without creating damage or rumors
• How to value your business
• How to market the sale of a business

Presenters
• Christopher Proskey, BrownWinick Law Firm
• James McCarthy, Brown Winick Law Firm
• Al Lorenzen, The Business Brokers

Who Should Attend?
• Attorneys
• Banking Associates
• Brokers • Business Owners
• Chamber & Community Leaders
• CPAs
• Economic Developers
• Trust Agents