Navigating a Successful Business Succession: A 3-Part Educational Series

navigating a successful business succession


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NAVIGATING A SUCCESSFUL BUSINESS SUCCESSION SERIES

Since 1792, approximately 2,000 ships have been claimed near the mouth of the Columbia River as a result of ever-present fog, shifting sands and treacherous currents. As with business succession, without proper navigation, this complex process can leave you and your business without an exit strategy.

Join us for a 3-part business succession series that will touch on the legal, financial and family issues involved when creating a successful transition of your business. Whether you are currently facing this life event or planning in advance, we highly encourage you to attend. Attend one or all three. 

FIRST CLASS: Tuesday, September 26th  | 7:30am to 9am | FAMILY BUSINESS SUCCESSION
Do you or your family own a business together? 87% of family business owners do not have a transition plan. Come join our panel of advisers to find out how to successfully navigate the complexities of family business succession.

Panelists:
Greg Hogensen – Senior Vice President – Wealth Management, UBS Financial Services
George Hughes – CPA, Hoffman, Stewart & Schmidt, P.C.
Bill Nootenboom – Managing Director, Pragma Group, LLC

Moderated by Robert Le Chevallier –  Attorney & Shareholder, Buckley Law, P.C.


SECOND CLASS: Monday, October 23rd | 7:30am to 9am | RIGHTING THE SHIP: GETTING THE BUSINESS READY FOR SALE
As a business owner you have spent many years building your business. Find out how to increase your business value by reviewing your business practices and procedures, improving culture and evaluating your legal, financial and tax issues prior to putting your business on the market.

Panelists:
Randall L. Duncan – Attorney & Shareholder at Buckley Law P.C. – Guest Speaker
George Hughes CPA at Hoffman, Stewart & Schmidt, P.C.
Bill Nootenboom – Managing Director at Pragma Group, LLC

Moderated by Robert Le Chevallier –  Attorney & Shareholder, Buckley Law, P.C.


THIRD CLASS: Friday, November 17th | 7:30am to 9am | DOCKING THE SHIP: SELLING THE BUSINESS FROM LETTER OF INTENT TO CLOSING
Signing the letter of intent is only the beginning of the sale process. Includes the review of due diligence, customer and employee issues, dealing with claims, changes in the business, financing and other important concerns.

Panelists:
Adam Epstein – Director – Strategic Alliances at Newtek Business Services Corp – Guest Speaker
Jeffrey Ellsworth –  Associate Attorney with Buckley Law P.C.
Bill Nootenboom – Managing Director at Pragma Group, LLC

Moderated by Robert Le Chevallier –  Attorney & Shareholder, Buckley Law, P.C.

Admission is FREE and a complimentary continental breakfast is included with every class. RSVP: Contact Leah Wilcox at LMW@Buckley-Law.com to reserve your spot. On a first come, first serve basis.

PRESENTED BY:
Buckley Law, P.C.
UBS Financial Services
Hoffman, Stewart & Schmidt, P.C.
Pragma Group, LLC 

LOCATION: 
Kruse Way Conference Center
5300 Meadows Road, First Floor
Lake Oswego, OR 97035