Owner Legacy Webinar Series

September 25 | 1 p.m. – 2 p.m.

Speakers: Heather Parbst, Erik Skie

Succession planning is the process of identifying and developing the next generation of leaders and owners for your business. It is a crucial step for promoting the continuity and sustainability of your business, as well as enhancing its value and protecting its legacy.

However, many business owners neglect or postpone succession planning, either because they’re too busy with daily operations, or because they’re emotionally attached to their business and find it hard to let go.

Topics include:

• Why planning matters — it’s never too early (or late) to start
• Keeping the end in mind
• The importance of why — anticipated business transitions, involuntary transitions, etc.
• Emotional impact — why people hesitate, what are the roadblocks, differences between the business and the owner

October 2 | 1 p.m. – 2 p.m.

Speakers: David Anderson, Brian D’Orazio, Brandon Knight

In today's volatile and unpredictable world, it’s essential to have a plan for protecting your assets, your business, and your family from the unknown. Whether it’s a global pandemic, a natural disaster, a market crash, or a personal crisis, you need to be prepared for the worst-case scenarios to help reduce the impact of unforeseen events on your financial well-being.

Topics include:

• Preparing the numbers — putting your financial house in order
• Derisking — business continuity, buy sell, life insurance, etc.
• Reducing exposure and the impact of unforeseen events

October 9 | 1 p.m. – 2 p.m.

Speakers: Jamey Rappis, Mike Britten

This webinar is designed for anyone who wants to improve their financial literacy and take control of their financial future.

Topics include:

• Assessing your current financial situation and identifying short-term and long-term objectives
• Using various tax strategies to reduce taxable income and increase after-tax savings
• Using charitable giving vehicles such as donor-advised funds (DAF) to support your favorite causes and enjoy tax benefits
• How to use gifting strategies to transfer wealth to your heirs and beneficiaries in a tax-efficient and flexible way
• How to work with a financial advisor to create a customized and comprehensive plan that suits your needs and preferences

October 16 | 1 p.m. – 2 p.m.

Speakers: Noel Hopkins, James Kim, Brandon Knight

Are you looking for ways to improve your business performance and create more value for your customers, partners, and stakeholders? Do you want to learn how to leverage digital solutions and tools to streamline your business processes and increase your revenue?

This webinar is designed for owners who want to strengthen their business and enhance their value in the market. Whether you’re planning to sell, expand, or simply improve performance, this webinar can provide you with valuable insights and strategies to apply immediately.

Topics include:

• Value triangle
  • Growth
  • Financial
  • Execution
  • Leadership
• Efficiencies through digital — solutions and resale
• Business opportunity assessment
• Owner dependency

October 23 | 1 p.m. – 2 p.m.

Speakers: David Shapiro, Paul Bailey

As a business owner, you may have different reasons and goals for selling or transferring your company. Whether you want to retire, pass on the legacy to your family, reward your loyal employees, or enhance your financial return, you need to understand the various transition options available to you and how they can affect your personal and professional future.

In this webinar, you’ll learn about some common exit strategies:

• Dividend recap
• Next generation
• Management buyout
• Professional management
• Employee stock ownership plan
• Third party — Private equity/Strategic partner/Family office

October 30 | 1 p.m. – 2 p.m.

Speakers: James Kim, Amy Moore

Selling your business can be a rewarding and exciting experience, but it can also bring some challenges and uncertainties. How do you know you’re getting a good deal? How do you keep your employees motivated and loyal during and after the transition? How do you work effectively with the new owners and integrate your operations smoothly?

These are some of the questions this webinar will address, with practical strategies for navigating the transition successfully.

Topics include:

• An overview of the process of selling your business, from preparing your financials and marketing your business to negotiating and closing the deal
• Why selling your business is not only about the transaction price, but also about the terms, the timing, and the fit with the buyer
• How to engage and retain your team during and after the transition
• Managing expectations and working to integrate with the new owners