Thinking about selling your business? Have your family or employees take over?

The Business Transition Roundtable is an interactive discussion focused around answering key questions business owners have transitioning their business. Specific focus areas include:

• Selling to key employee(s)
• Transition to Family
• Open market sale

Our panel of experts includes: a merger and acquisition specialist, business accounting resources (CPA), legal counsel, an employee benefits consultant and a financial planning firm. The interactive presentation highlights key concepts and personal experiences designed to leave you empowered to develop an actionable plan.

Some of the key take-aways for you will be:

• Defining your objectives
• Valuation of your business
• Legal considerations
• Tax and estate structuring
• Packaging your business for sale
• Life transition