Small Business Succession Planning Lunch and Learn Seminar

Planning for the future is essential in the business world and is especially true for small business owners. Whether planning for retirement or preparing for unexpected life events, a Small Business Succession Plan ensures the business transfers to the right people, operations continue to run smoothly and owners are able to exit under the best circumstances.

This Small Business Succession Planning Lunch and Learn Seminar will help guide business owners through the important steps of preparing for the day when it’s time to sell the business and/or transfer the business on to a family member or key employee. Topics covered in the is Lunch and Learn Seminar are:

1. Estate Planning, Trusts, POAs, the Probate Process and What happens if you do not have an estate plan.
2. Determining your goals and objectives and setting a timetable.
3. Preparing your Business for Sale: Best Practices, Determining Value and Securing Relationships.
4. Succession Planning Strategies.

A Complimentary Boxed Lunch is included Sponsored by Dworken & Bernstein, Co. L.P.A. and Ohio Employee Ownership Center at Kent State

PLEASE NOTE: Payment must be made immediately following the registration page in order to reserve your spot.

Organized by the Ohio SBDC at Lakeland Community College in partnership with Mentor Area Chamber of Commerce.

Registration Deadline is Monday, 7/24/23 by 4pm.