3/3 Meeting of the Minds: Succession Planning Series - Bedford, NH

Effective Succession Planning and Transitions

Thursday, March 3rd, 2016, 7:30am- 10:30am

The Great Hall at The Bedford Villiage Inn (Bedford, NH)
2 Olde Bedford Way, Bedford, NH 03110


Ticket Prices: $45.00
Seating is limited

Please join us, Sojourn Partners, and other New Hampshire businesses for our first Meeting of the Minds Workshop focusing on “Effective Succession Planning and Transitions.” Participants will engage in succession planning strategies with experts at hand, including a CPA, attorney, financial advisor, business valuator, and software specialist. This is an interactive workshop that includes breakfast, networking, panel discussions, and interactive group activities.

Participants will learn:

  • Ways to determine your business’s true value.
  • Preserve the strength of your business.
  • How to prepare a plan to transition your business to a purchaser.
  • Protect your succession plan arrangements.
  • Ways to preserve or assign the assets and wealth of your company.

If you are looking to purchase or sell a business, creating a succession plan and identifying your goals are an integral part of your business development. This workshop is designed for owners of financial practices and other closely held businesses.

A portion of the proceeds will support local community charities.