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Upcoming Presentation: Succession Success, Business Planning in Six Simple Steps

I’m excited to present an upcoming Expert Edge Seminar hosted by the Iowa City Area Chamber of Commerce. The presentation topic, Succession Success: Business Planning in Six Simple Steps, is super important and relevant for entrepreneurs and business owners. 

Iowa City Area Chamber of Commerce Logo

Why? Because taking calculated risks in business is often smart, but taking risks with the future of your business is a gamble you don’t want to chance.

Business owners should certainly have a personal estate plan, but also a business succession plan as well.

Through my practice I’ve worked with many business owners (and nonprofit leaders) on the “what, why, and how” of planning for a lasting legacy. My (interesting, engaging, and not boring) presentation will include the important elements:

  • What is a “business will?”
  • Why do you need a business succession plan?
  • How can your small business support your favorite charities and your retirement simultaneously?
  • Six essential steps for succession success

Take some time out of your work day to invest in your future; I would love to see you at the presentation on Wednesday September 13, 11:30 a.m.-1 p.m. The cost includes lunch and is $15 for members and $25 for non-members. The location will be at the beautiful BioVentures Center, 2500 Crosspark Road, Coralville.

Definitely save your spot for what should be an informative, interesting, and even fun lunch hour. Click here to register on the Iowa City Chamber of Commerce website.

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