OCT
21
Succession Planning: Valuing Your Business

October 21, 11:00 - 12:00 PM
Online Webinar

Join us and CliftonLarsonAllen (CLA) for the first session of our 2025 Succession Planning series to discuss selling your business and considerations pre-sale and post-sale.

No Fee

Register
OCT
28
Succession Planning: Continuing Operations

October 28, 11:00 - 12:00 PM
Online Webinar

Join us and Ciaccia CPA to discuss considerations surrounding stepping away from your business and how to ensure financial vitality when/if you decide to step down.

No Fee

Register

NOV
03
Succession Planning: Investing for Retirement

November 3, 12:00 - 1:00 PM
Online Webinar

Join Mckenzie Frankel of Entrust Financial LLC to discuss investment 101 and what options are available.

No Fee

Register
NOV
12
Succession Planning: Legal Due Diligence

November 12, 11:00 AM - 12:00 PM
Online Webinar

Join us and Christina Reger Law to discuss considerations surrounding business purchase vetting, asset purchase agreements, and more! 

No Fee

Register
NOV
18
Succession Planning: Creating a Trust

November 18, 11:00 AM - 12:00 PM
Online Webinar

Join us and Cheryl Borland, Esq. of Hochscheid Law to discuss trusts, estates, and how to maintain or carry on your business’s WBE status.

No Fee

Register