Events Calendar

BusinessU: Roadmap to Business Owner Succession and Exit Planning

December 4, 2018
8:00am - 10:00am

As a business owner you have worked incredibly hard to take something from its infancy and grow it to the mature asset it is today.  You have spent sleepless nights taking care of your business, the time is approaching that it may need to take care of you.

This workshop will outline a roadmap on how to successfully exit or transition your business, including:

  • Understanding where you are today
  • Ideal time frames to be aware of
  • Identifying your options
  • Generating a win-win scenario
  • Open panel discussion with experts

This session will be highly interactive, confidential and beneficial even if you are 10+ years from your transition.

Instruction by Michael R. Testa, CRPS® and David Tarella, ChFC® CLU®, Tarella Financial Group

Tuition: Member $40; Non-member $75

Presenting Sponsor


Capital Region Chamber
5 Computer Drive South Colonie , NY

For more information: