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.
Friday, November 4, 2016
Friday, February 3, 2017
Friday, May 5, 2017
Friday, October 27, 2017
Seminar 8:00am – 12:30pm
Registration and breakfast at 7:30am
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.
Pellegrino’s Event Center
5757 Littlerock Road SW
Tumwater, WA 98512
(360) 515 – 0449
Linda Jensen: 360-908-0612
Wells Fargo SBA
CLU CbFC LUTCF CLTC
Insurance and Financial Services Professional