Small Business Succession Planning Lunch and Learn Seminar

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 this Lunch and Learn Seminar are: 
 

1. Estate Planning, Trusts, POAs, Healthcare POAs, the Probate Process and What happens if you do not have an estate plan.
2. Choosing your successor and setting a timetable.
3. Preparing your Business for Sale: Best Practices, Determining Value and Securing Relationships with Suppliers and Customers.
4. Succession Planning Strategies.
5. Buy-Sell Arrangements. 
6. Financial Planning: Retirement Investments and Insurance. 

• Joshua Strickland, Partner at Dworken & Bernstein Co., L.P.A.
• Roy Messing, Director of the Ohio Employee Ownership Center at Kent State University, Certified in Exit Planning and Business Value Building
• Mabel Mankas, Staff Manager and Registered Representative at Western and Southern Life Insurance Company