About this Event
You worked hard to build your business. But have you thought about what happens to it when you’re no longer able—or ready—to run it?
Business succession planning isn’t just about retirement. An unexpected illness, disability, death, change in family circumstances, or even an opportunity to sell can quickly force business owners to make decisions they may not be prepared to make.
This interactive seminar is designed to help small business owners better understand the financial, legal, tax, and insurance considerations involved in protecting the future of their businesses.
From 9:00 AM to 1:00 PM, attendees will hear directly from professionals specializing in insurance, financial planning, tax strategy, and estate planning. Together, they’ll address important questions such as:
- What happens to your business if something happens to you?
- Who will own or operate the business after you?
- How can you financially prepare for a transition?
- What role does insurance play in a succession plan?
- What tax considerations should you understand before transferring or selling a business?
- How can your estate plan and business succession plan work together?
- What steps can you take now to make a future transition easier?
Most importantly, this seminar gives business owners an opportunity to ask questions directly to experienced professionals and begin identifying the areas of their own succession plans that may need attention.
Whether you plan to pass your business to family, transfer ownership to a partner or employee, eventually sell, or simply haven’t decided what comes next, you’ll leave with greater clarity about the conversations you need to have and the steps you can begin taking.
You built the business. Now it’s time to protect its future.
Event venue & nearby stays
Home2 Suites by Hilton Jekyll Island, 101 Ocean Way, Jekyll Island, United States
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