Workshop: Building a Future-Ready Business: Long-Term Financial Strategy & Succession Planning

Name: Workshop: Building a Future-Ready Business: Long-Term Financial Strategy & Succession Planning
Start: 2026-05-19T10:00:00-07:00
End: 2026-05-19T11:30:00-07:00
Location: The CATALYST

Schedule

Tue May 19 2026 at 10:00 am to 11:30 am

UTC-07:00

Location

The CATALYST | Gilbert, AZ

This interactive workshop guides participants through developing a comprehensive financial strategy aligned with their long-term business goals. Attendees will explore how to align revenue and profit targets with strategic growth plans, build financial reserves to weather economic cycles, and track meaningful performance metrics to support informed decision-making.
The session also introduces practical succession planning strategies to ensure leadership continuity and business sustainability. Participants will identify critical roles within their organization, evaluate potential successors, and outline transition plans that protect operations and preserve business value. Additionally, we will review retirement planning options for business owners and discuss exit strategies that maximize long-term outcomes.
By the end of the workshop, participants will leave with a clearer financial roadmap, stronger risk management tools, and actionable next steps to build a resilient, future-ready business.
Facilitated by Gerry Tarling
Presented by Desert Financial Credit Union and National Bank of Arizona. For full event details including a list of sponsors, please visit the official event page.