Evergreen is hosting a series of “lunch and learn” online workshops to help you understand the components of successful succession planning and learn what you can do right now to prepare your business for a smooth transition. This event series is for any small business owner considering a transition in the future–no matter how far away that may be. There are steps you can take now to ensure that you are in the best position possible to smoothly transition your business – whether that means transferring the business to the next generation, selling to a competitor or broker or even selling your business to your employees.
The three online workshops will be followed by an in-person social mixer exclusively for workshop participants on Tuesday, June 24th at 5:30 pm.
Succession Planning Overview June 4, 2025 12pm RSVP HERE
This session will provide a general overview of the topic and include information on:
- What you need to know to prepare for sale or transfer of your business
- How to prepare your finances
- The importance of business and real estate valuation
- Various options for business transfer, including a sale to family members, employees, competitors and business broker
- How to assemble the right team to advise you, including selecting the right financial advisor/, tax expert, real estate broker
