As a small business owner, you wear many hats, and planning for the future can be a daunting task. However, with the right guidance, you can protect your legacy and ensure a smooth transition for your business. The NIACC John Pappajohn Entrepreneurial Center and the North Iowa Area SBDC are teaming up to host a free virtual Business Transition Planning Workshop, and we invite you to join us.
Understanding the Importance of Business Transition Planning
Whether you’re planning to sell, step away, or secure your business for the next generation, business transition planning is crucial. It’s essential to consider the interests of your family, key employees, and the future of your business. By planning ahead, you can minimize disruptions, ensure a smooth transfer of ownership, and protect your legacy.
Our featured speakers, Christopher Proskey and William Daniel of BrownWinick Law Firm, and Al Lorenzen of The Business Brokers, will guide attendees through proven strategies and actionable steps to navigate the transition process with confidence. They’ll cover topics such as transition strategies, business liquidity, tax planning, structuring sales and operations, managing transfer of interests, and exploring transition options without disrupting your team.
Some of the key takeaways from this expert-led session include:
- Developing a comprehensive transition plan that protects your family and key employees
- Understanding business liquidity and tax implications
- Structuring sales, operations, and transition agreements that meet your needs
- Managing the transfer of interests in closely held businesses
- Exploring transition options that minimize disruptions to your team
- Maximizing business value through marketing and valuation
Who Should Attend
Our workshop is open to small business owners, attorneys, CPAs, financial planners, economic developers, trust agents, bankers, brokers, and community leaders. If you’re looking to protect your legacy and plan for the future, this workshop is a must-attend event.
Registration and Details
Registration for the Business Transition Planning Workshop is free and can be completed online through this link. The workshop will take place on Wednesday, April 30, 2025, from 11:00 am to 12:30 pm via Zoom.
| Event Details | Information |
|---|---|
| Event Name | Business Transition Planning Workshop |
| Date | Wednesday, April 30, 2025 |
| Time | 11:00 am – 12:30 pm |
| Location | Online via Zoom |
Expert Speakers
Our featured speakers are experienced professionals in the field of business transition planning. Christopher Proskey and William Daniel of BrownWinick Law Firm will provide guidance on transition strategies, business liquidity, and tax planning. Al Lorenzen of The Business Brokers will share insights on structuring sales, operations, and transition agreements.
“A well-planned business transition can ensure a smooth transfer of ownership and protect the interests of all stakeholders.” – Al Lorenzen, The Business Brokers
Take the First Step Towards a Successful Business Transition
Don’t miss this opportunity to learn from experts and gain valuable insights into business transition planning. Register for the Business Transition Planning Workshop today and take the first step towards protecting your legacy and planning for the future.
By attending this workshop, you’ll gain the knowledge and confidence to navigate the transition process with confidence. Our expert speakers will provide you with the tools and strategies you need to ensure a successful business transition.
Join us on Wednesday, April 30, 2025, from 11:00 am to 12:30 pm via Zoom.