Our Business Succession Planning Seminars have been designed to give business owners the tools they need to achieve a financially secure retirement and successfully transition their business to new ownership. Subject experts from our organizations cover:

  1. BulletTransferring Ownership to Family Members or Insiders

  2. An Overview of the Third Party Sale Process

  3. Planning for the Ownership Transfer of Your Business

  4. General ServicesSmall Business Valuation

  5. Deal SourcingHow to Increase the Market Value of Your Business

This presentation was given in cooperation with Harris Private Bank at the Naperville Area Chamber of Commerce.  Please let us know how we may be of assistance to you.

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