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Small Business Succession Planning Lunch and Learn Seminar

Tue 11:30 AM to 1:30 PM
Topic: Business Planning

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.

Speaker(s): *Joshua J. Strickland, Esq., Dworken & Bernstein, Co., LPA *Chris Cooper, Director of Ohio Employee Ownership Center


Fee: $ 10.00

Pay via Mastercard, Visa or Discover

Phone: 440-525-7706


Holden University Center at Lakeland Community College
Holden University Center
Holden University Center at Lakeland Community College, 4242 St. Rt. 306, Kirtland, Ohio
Small Business Development Centers of Ohio U.S. Small Business Administration America's Small Business Development Center Network Ohio Department of Development
Funded in part through a cooperative agreement with the U.S. Small Business Administration. The Ohio SBDC program is also funded in part by the Ohio Development Services Agency. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. For arrangements, call the Ohio SBDC at 614-466-2711 or (800) 848-1300.
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