BusinessU: Roadmap to Business Owner Succession and Exit PlanningDecember 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
Location:Capital Region Chamber
5 Computer Drive South Colonie , NY