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Business Transition Planning Workshop

April 20, 2023 @ 1:00 pm - 4:00 pm
Free

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. Registration required.

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

Where: NIACC Pappajohn Center, Room #117
Cost: Free – Registration required

Register

Details

Venue

  • Pappajohn Center #117
  • 500 College Dr
    Mason City, IA 50401 United States
    + Google Map
  • Phone 641-422-4342