Join Us for the Succession Planning Seminar

Understanding ALL the moving parts

An interactive scenario based seminar that walks you through each of these types of transactions:

  • Selling to a Key Employee
  • Selling or gifting to a Family Member
  • Selling to a Third Party or Outsider
  • Closing your doors

Panel discussions, individual presentations as well as question and answer sessions.

A successful transition typically requires a minimum of 3 – 5 years. This 4 1/2 hour comprehensive content driven workshop is for sellers and buyers. Smart owners understand the need to have a succession plan well in advance of exiting their business.

The Details

Dates:

Friday, November 4, 2016
Friday, February 3, 2017
Friday, May 5, 2017
Friday, October 27, 2017

 

Time:

Seminar 8:00am – 12:30pm
Registration and breakfast at 7:30am

 

Registration:

www.SellYourEnterprise.com

 

Cost:

Regular Price: $65 if registered and paid inside of 2 weeks before the event.
Early Bird Discount: $50 if registered and paid a minimum of 2 weeks in advance.

 

Location:

Pellegrino’s Event Center
5757 Littlerock Road SW
Tumwater, WA 98512
(360) 515 – 0449

 

Information:

Linda Jensen: 360-908-0612
-or- ljensenclu@comcast.net

The Presenters

wes-martinWes Martin
Business Broker
jessica-jensenJessica Jensen
Attorney
bryan-nelsonBryan Nelson
Management Consultant
dwight-littlefieldDwight Littlefield
CPA
sam-kerleySam Kerley
Vice President
Wells Fargo SBA
Lending
linda-jensenLinda Jensen
CLU CbFC LUTCF CLTC
Insurance and Financial Services Professional

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