Date: Wednesday, 06 June 2018
Time: 08:00 AM
Fee: Free
Address: 601 N 34th St, Seattle, WA
Contact: Ilona Lohrey
Location: Google
Phone: 206-363-9188
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Does your business plan include an exit strategy? 

What is your plan for transitioning the business when the time comes?

Will you be transitioning your business to a family member, selling to employees or to a third party, or plan on closing the doors? 

If you aren't sure, or your have questions about developing an exit strategy, then the Business Transition Roundtable is for you.

This expert panel discussion is an interactive roundtable focused on answering key questions business owners have transitioning their business. Specific focus areas include:
  • Selling to key employee(s)
  • Transition to family
  • Open market sale
  • Planning for transition at any stage of the business life cycle

Our panel of experts includes: a merger and acquisition specialist, business accounting resources (CPA), legal counsel, financing specialist (banking), and a financial planning firm. The interactive presentation highlights key concepts and personal experiences designed to leave you empowered to develop an actionable plan.

FORUM PANEL EXPERTS

  • Financial Advisor: Jason Totedo, CFA, AGP Wealth Advisors
  • Merger and Acquisition: Tod Fiscus, Transition 360
  • Legal Counsel: Mona Smith, Mona Smith PLLC, Attorney at Law
  • Business Banking Financing: Shad Bris, US Bank
  • Accounting and Tax Resource: Marci Flanery, Flanery CPA

KEY TAKEAWAYS

  • Defining your objectives
  • Valuation of your business
  • Legal considerations
  • Tax and estate structuring
  • Packaging your business for sale
  • Planning for life transitions

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GSBA is the largest LGBT and allied chamber of commerce in North America. We represent over 1,300 small business, corporate and nonprofit members who share GSBA’s values of promoting equality and diversity in the workplace.

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Event Sponsors benefit from prominent exposure to more than 15,000 businesses, individuals, and nonprofit organizations throughout the region. To learn about how GSBA can help you achieve your promotional goals, contact Amy Burdick at (206) 363-9188.