BUYING, GROWING OR SELLING A BUSINESS

BUYING, GROWING OR SELLING A BUSINESS?

Join us for this special business forum - A Business Owner’s Road Map To A Successful Outcome

Early bird rate through Nov. 1st - $25 per person. Register soon!
Pre-registration is required.

If you’re a business owner looking to sell or transition your business to new ownership, or to expand by acquisition, our panel of experts will share the pitfalls and best practices on how to best manage that process.

This Forum will include practical, actionable advice with materials you can take away and put into action as you plan for the future.

AGENDA:

3:00pm - Doors Open & Networking

3:30 - 5:15pm - Program and Audience Q&A

5:15 - 6:00pm - Networking Reception (hors d'oeuvres and cash bar)

Topics of discussion to include:

• Proven successful planning process for growing, transitioning and exiting the business.
• Identifying personal goals and objectives to ensure your business is working for you vs. your working for the business.
• Mapping your future lifestyle spending needs.
• Transitioning management roles & responsibilities—is the business too dependent on you?
• Internal growth: Scaling-Up - value growth strategic planning.
• External growth: buying a business.
• Minimizing Taxes: It’s the net proceeds that matter (not the gross sale amount).
• Having a plan for what comes next – there’s no such thing as “retirement”, planning for an active and fulfilling life.
• Wealth management strategies: Aligning with your lifestyle spending and other objectives during and after a sale.
• Commercial lending opportunities for buyers, business owners growing their business and sellers.
• Getting your legal house in order – preparing for due diligence.
• Managing a deal from start to finish: how to keep things on track - common pitfalls for buyers and sellers, and how to avoid them.
• A Report on the current transaction market for Buyers and Sellers.

BROUGHT TO YOU BY

Host or Publisher Worcester Business Journal