From Owner to Exit: Building Your Succession Planning Advisory Team

​Agenda:
Coffee & Networking 9:30-10am

​Seminar: 10-11am

​Networking: 11-11:30

​Thinking about selling your business, but not sure where to start? One of the most important (and often overlooked) factors in a successful exit is having the right team of advisors around you.

​Join us on June 10th for an in-person panel discussion featuring a business broker, banker, accountant, and lawyer - each playing a critical role in guiding business owners through the sale process.

​In this session, you’ll learn how to:

• ​Understand the role each advisor plays in a successful business sale

• ​Build the right team at the right time in your exit journey

• ​Prepare for financing discussions and what lenders look for

• ​Avoid common pitfalls that can delay or derail a transaction

• ​Navigate the process with confidence, clarity, and the right support

​This interactive session will include a short presentation followed by a panel discussion and Q&A, giving you the opportunity to hear directly from experienced professionals and get your questions answered.

​Whether you’re planning to sell in the next few years or simply exploring your options, this session will give you a clearer picture of what it takes to prepare for a successful exit.