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Business Succession Planning Seminar

Thursday April 9, 2020

08:30 AM - 03:30 PM
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Indiana University of Pennsylvania

$35.00 Members $35.00

Business Succession Planning Seminar

Have you thought about what your legacy will be like? Are you thinking of passing down your business to a family member? Do you know the resources in the region to help you understand succession planning? Do you understand the legal process? There are so many questions and yet little information that is straight forward and easy to understand. If you own part or all of a business of any size, this is the workshop for you!

Ben Franklin Technology Partners of Central and Northern PA, Catalyst Connection, Indiana Chamber of Commerce, Indiana University SBDC and Center for Family Business will present a comprehensive one-day workshop sponsored by ­­­­­First Commonwealth Advisors.

Event Details

Date: Thursday, April 9, 2020
Time: 8:30am – 3:30pm (Continental Breakfast and Lunch included)
Cost: $35.00 per person
Location: Indiana University of Pennsylvania
Kovalchick Convention and Athletic Complex
711 Pratt Dr, Indiana, PA 15705

It can be challenging to know where to start when thinking about business succession planning. Participants in this workshop will hear from five different experts and come away feeling confident about all of the following:

  • 7 key steps to effective succession planning from David Rea of Catalyst Connection
  • Valuation, working with investment bankers and creating a competitive marketplace when selling to a third party from Todd Torquato of Rivers Edge Alliance Group
  • How to dramatically improve the chances of a successful management transition from Brad Franc author of The Succession Solution
  • Legal considerations of planning and execution from Elliot Dater of Schnader, Harrison, Segal, and Lewis
  • Who to turn to in the region to take next steps

In addition, participants will hear from Elizabeth Gregg with IUP’s Center for Family Business who successfully sold and transitioned her family’s company under challenging circumstances. Participants will also enjoy a complimentary copy of the book Brad Franc’s presentation is drawn from, The Succession Solution.

Don’t miss this tremendous opportunity to learn how to secure the future of your family, your business and your employees!

Space is limited so don’t wait - register today. 

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