navigating a successful business succession series€¦ · derek nelson, financial advisor and...
TRANSCRIPT
Since 1792, approximately 2,000 ships have been claimed near the mouth of the Columbia River. As with business succession, without proper navigation, shipwrecks are often encountered.
2. RIGHTING THE SHIP: GETTING THE BUSINESS READY FOR SALE | Monday, October 23rd, 2017
As a business owner you have spent many years building up your business. Find out how to increase your business value by reviewing your business practices and procedures, improving culture and evaluating your legal, financial and tax issues prior to putting your business on the market.
PANELISTS:
Randall L. Duncan - Shareholder & Attorney at Buckley Law P.C. - Guest SpeakerGeorge Hughes - CPA at Hoffman, Stewart & Schmidt P.C.Bill Nootenboom - Managing Director at Pragma Group, LLC
Moderated by Robert Le Chevallier - Attorney & Shareholder at Buckley Law P.C.
3. DOCKING THE SHIP: SELLING THE BUSINESS FROM LETTER OF INTENT TO CLOSING | Friday, November 17th, 2017
Signing the letter of intent is only the beginning of the sale process. Includes a review of due diligence, customer and employee issues, dealing with claims, changes in the business, financing and other important concerns.
PANELISTS:
Adam Epstein- Director - Strategic Alliances at Newtek Business Services Corp - Guest SpeakerJeffrey Ellsworth - Associate Attorney, Buckley Law P.C.Bill Nootenboom - Managing Director at Pragma Group, LLC
Moderated by Robert Le Chevallier - Attorney & Shareholder at Buckley Law P.C.
Robert Le Chevallier, Attorney/ShareholderJeffrey J. Ellsworth, Associate Attorney George Hughes, CPA
Bill Nootenboom, Managing DirectorGreg Hogensen, Senior Vice President - Wealth Management Derek Nelson, Financial Advisor and Chartered Retirement Plans Specialist (CRPS®)
SPONSORS & SPEAKERS
NAVIGATING A SUCCESSFUL BUSINESS SUCCESSION SERIES
Our first class in the series was a success and we are excited to be gearing up for our next two classes. Whether you are currently facing this life event or planning in advance, we encourage you to attend. Admission is FREE on a first-come basis. Feel free to attend one or both classes.
RSVP: Leah Wilcox - Marketing Manager | Direct: (503) 906-2201 | Email: [email protected]
LOCATION: Kruse Way Conference Center, 5300 Meadows Rd, First Floor, Lake Oswego, OR 97035
Each class is from 7:30am to 9:00am and includes a complimentary continental breakfast.