Business Transition Forum
Hosted by the Juneau Chamber of Commerce
November 16 | @360 – KTOO | 2-4 pm Forum/Q&A | 4-6 pm Networking
The Business Transition Forum will feature handout resources, a panel Q&A, appetizers and refreshments. Participants include: Juneau Chamber of Commerce (Moderator), Baxter Bruce & Sullivan PC (Legal), Elgee Rehfeld & Mertz, LLC (Tax), Transition 360 LLC (Business Brokerage) and AGP Wealth Advisors (Financial).
Topics of discussion will include:
• Defining your objectives
• The financial plan
• Legal considerations
• Tax and estate structuring
• Building a plan
• Packaging your business for sale
• Maximizing your banking relationship
• Partnering with your team
• Life transition
The forum is free to attend. To RSVP by Nov. 14, call 463-3488 or email firstname.lastname@example.org.