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