Power Lunch Seminar:
Planning for Tomorrow (Workshop 1 of a 3 part series) Individual registration for all 3 workshops is now open.
Too many business owners don’t have a realistic plan for how to exit their business, earn a decent retirement income, and preserve the legacy they’ve built and the jobs they’ve created. They don’t understand their options and don’t have time to figure it out on their own.
Because of this, they wait until they are ready to retire before they think about how to exit their business, and liquidation and closure becomes the default option. Unfortunately, this option shortchanges the owner and results in lost jobs and economic assets for our communities.
Don’t let this happen to you! No matter how big or small your business, these workshops will help you understand what you need to know and plan for, and help you understand all your options and decide which one makes most sense for you.
Over 3 workshops we will seek to demystify the process of exit planning:
Tuesday, January 22, Workshop 1: Know What You Want: defining your goals in exit planning
Austin Albert, Financial Advisor, LPL Financial, Twin City Financial
David Jean, CPA, CCIFP, CExP | Principal, Altus Exit Strategies, A subsidiary of Albin, Randall & Bennett, CPAs
Rob Brown, Director, Business Ownership Solutions (BOS), Cooperative Development Institute
Tuesday, February 12, Workshop 2: Know Your Options: Open market sale, family transitions and selling to employees. Presented By: David V. Jean, CPA, CCIFP, CExP | Principal, Altus Exit Strategies, A subsidiary of Albin, Randall & Bennett, CPAs and Rob Brown, Director, Business Ownership Solutions (BOS) Cooperative Development Institute
Click here to register for February 12.
Tuesday, February 26, Workshop 3: Achieve Your Goals: Understanding the financial, tax and legal issues in exit planning. Presented By: Rob brown, Director, Business Ownership Solutions (BOS) Cooperative Development Institute, David V. Jean, CPA, CCIFP, CExP | Principal, Altus Exit Strategies, A subsidiary of Albin, Randall & Bennett, CPAs, and Kenleigh Nicoletta, Partner, Brann & Isaacson
Click here to register for February 26.
Please bring your lunch. Snacks, sweets, coffee and other beverages will be provided!
This workshop series is sponsored by the L/A Metro Chamber, City of Lewiston Department of Economic Development and the Cooperative Development Institute as part of a new partnership. With a grant from the Surdna foundation, we’re working to preserve legacy businesses and the jobs they provide by raising awareness of exit planning options among business owners in the region.