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Quarterly Meeting – Business Transitions/Exit Strategies
September 8 @ 9:00 am - 10:30 am
Members and first-time attendees are free. Non-members are $20. Doors open for refreshments and networking at 8:30 am. Meeting runs 9:00-10:30 am. Please RSVP at the appropriate link below.
Business Transition Forum –
Often times when starting up or running a business, there is a written business plan that addresses several aspects; location, adequate cash and capital to start and operate, and defining a path to success. But what is less common, is an exit strategy. Manufacturers at any stage need to consider the long-term plan! The panel will address three exit scenarios – selling to family, selling to an employee(s), and selling to the market. We’ll discuss the pros and cons of each, and what you can expect in each transaction.
• Defining your objectives
• The financial plan to meet your goals
• Business valuations
• Legal considerations
• Tax concerns
• Transitioning to others
• And more!
Doug Lamm, CPA
The Nichols Accounting Group
36 Years of experience in tax planning, estate planning, retirement planning, and mergers and acquisitions.
Greg Byron, Attorney
Thornton Byron LLP
22 Years of working with closely held businesses and families in estate and succession planning, income tax planning, business transactions and tax controversy.
Robert Bothmer, CFP
AGP Wealth Advisors
10 years of experience. Key services: tax planning and retirement income services.
Non-Members, please RSVP by emailing us at firstname.lastname@example.org.