Business Transition Planning Workshop
2025-04-30 11:00 - 12:30, 2025-11-19 13:00 - 14:30 UTC | Online
Future-proof your business with the Business Transition Planning Workshop
Small business owners are invited to learn how to protect their legacy and plan for the future in this expert-led session. Whether you’re planning to sell, step away, or secure your business for the next generation, this workshop delivers critical insights for a successful transition.
Featured speakers include Christopher Proskey and William Daniel of BrownWinick Law Firm, and Al Lorenzen of The Business Brokers. Together, they’ll guide attendees through proven strategies and actionable steps to navigate the transition process with confidence.
Key Topics Covered:
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

Who Should Attend?

Attorneys
Banking Associates
Brokers
Business Owners
Chamber & Community Leaders
CPAs
Economic Developers
Trust Agents

Register Now
