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Small Business Week Seminar: The Path to a Satisfying Life After Business
May 1, 2019 at 10:00 am – 1:15 pm
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The Path to a Satisfying Life After Business
In honor of National Small Business Week, we have partnered with the Business Owner Transition Collaboratory to offer our business owner clientele information about the path to a satisfying life after business.
Join us for a series of discussions about setting and meeting expectations for transitioning your business to new ownership in a way that works for both you, the company, and the new owner.
Key Takeaways:
- Owner Personal, Financial, Tax and Legacy Planning Considerations
- Creating Transferable Value in Your Business
- The Family Component
- The Role of Financing
- The Exit Process, and What Alternatives Exist
Panel Members:
- Kim Storey, SBA Manager, Highland Bank
- Chris Cuneo, Legal, Ballard Spahr
- Scott Schneidermann, Wealth Management, Wilkerson Guthmann
- Greg Carlson, Tax, Wilkerson Guthmann
- Bob Georges, Finances, Wilkerson Guthmann
- Julie Keyes, Transition Planning, KeyeStrategies
Wednesday, May 1, 2019
10:00am – 10:30am: Registration and Networking
10:30am – 11:15am: Welcome and Introduction from Highland Bank
- Owner Readiness for Life after Business (Julie Keyes – Keye Strategies)
11:15am – 12:00pm: Business Readiness to Succeed with New Ownership (Chris Cuneo – Ballard Spahr)
12:00pm – 12:15pm: Break and Distribute Lunch
12:15pm – 1:15pm: The Transition Process
- Bank Financing Options (Kim Storey – Highland Bank)
- The Exit Process and Exit Alternatives (Josh Kluver – VisionOne High Performance Group)
Highland Bank—Member FDIC