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UID:1335-1749038400-1749043800@evergreenexchange.org
SUMMARY:Begin With the End in Mind: Develop a Successful Succession Plan for Your Business - First Lunch and Learn
DESCRIPTION: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. \nThe three online workshops will be followed by an in-person social mixer exclusively for workshop participants on Tuesday\, June 24th at 5:30 pm.  \nSuccession Planning Overview June 4\, 2025 12pm RSVP HERE \nThis session will provide a general overview of the topic and include information on: \n\nWhat you need to know to prepare for sale or transfer of your business\nHow to prepare your finances\nThe importance of business and real estate valuation\nVarious options for business transfer\, including a sale to family members\, employees\, competitors and business broker\nHow to assemble the right team to advise you\, including selecting the right financial advisor/\, tax expert\, real estate broker
URL:https://evergreenexchange.org/event/begin-with-the-end-in-mind-develop-a-successful-succession-plan-for-your-business-first-lunch-and-learn/
CATEGORIES:Workshops and Seminars
ATTACH;FMTTYPE=image/jpeg:https://evergreenexchange.org/wp-content/uploads/2025/05/IMG_0808-2.jpg
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DTSTART;TZID=America/New_York:20250611T120000
DTEND;TZID=America/New_York:20250611T133000
DTSTAMP:20250516T165516Z
CREATED:20250516T165149Z
LAST-MODIFIED:20250516T165516Z
UID:1338-1749643200-1749648600@evergreenexchange.org
SUMMARY:Begin With the End in Mind: Develop a Successful Succession Plan for Your Business - Second Lunch and Learn
DESCRIPTION: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. \nThe three online workshops will be followed by an in-person social mixer exclusively for workshop participants on Tuesday\, June 24th at 5:30 pm.   \nBusiness Transfer and Wealth Management June 11\, 12pm RSVP HERE \nThis session will be a deeper dive into the nuts and bolts of business transfer with a focus on business principles. Topics will include: \n\nEstate planning and trusts\nHow to evaluate business transfer options including transfer to family members or sale to employees\, competitors or a business broker and how to prepare for each\nHow to prepare for a business valuation\nOther family business concerns\, including how to compensate non business family members
URL:https://evergreenexchange.org/event/begin-with-the-end-in-mind-develop-a-successful-succession-plan-for-your-business/
CATEGORIES:Workshops and Seminars
ATTACH;FMTTYPE=image/jpeg:https://evergreenexchange.org/wp-content/uploads/2025/05/IMG_0808-2.jpg
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DTSTART;TZID=America/New_York:20250618T120000
DTEND;TZID=America/New_York:20250618T133000
DTSTAMP:20250516T165456Z
CREATED:20250516T165446Z
LAST-MODIFIED:20250516T165456Z
UID:1342-1750248000-1750253400@evergreenexchange.org
SUMMARY:Begin With the End in Mind:  Develop a Successful Succession Plan for Your Business - Third Lunch and Learn
DESCRIPTION: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. \nThe three online workshops will be followed by an in-person social mixer exclusively for workshop participants on Tuesday\, June 24th at 5:30 pm. \nReal Estate Strategies June 18\, 2025 12pm RSVP HERE \nThis session will focus more closely on succession planning for property owners\, and what you need to do to ensure a smooth transition.  Topics will include: \n\nOptimal real estate ownership structure\nProperty Valuation\nHow real estate transfer relates to business transfer\nWhat you need to do to prepare for a sale\, including survey\, environmental reports\, floor plans\, etc\nHow to do a 1031 like/kind exchange \nHow to manage timing\, including how long does it take to sell and how much time for 1031 exchanges
URL:https://evergreenexchange.org/event/begin-with-the-end-in-mind-develop-a-successful-succession-plan-for-your-business-third-lunch-and-learn/
CATEGORIES:Workshops and Seminars
ATTACH;FMTTYPE=image/jpeg:https://evergreenexchange.org/wp-content/uploads/2025/05/IMG_0808-2.jpg
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