The Owner’s Guide to Business Succession Planning: What You Need to Know

Event description

Are you planning to sell your business, transfer it to family, transition it to key employees or continue leading it for years to come? If so, this workshop is for you.

This workshop is designed for established owner-operated companies where transition planning has meaningful complexity; management teams, employees, customers, transferable value, and significant owner equity.

During this interactive workshop you'll learn how to:

1. Determine Your Transition Readiness — Assess whether your business could operate without you and identify your biggest risks.

2. Increase the Value of Your Business — Learn the key value drivers that make a business more attractive and more valuable to buyers or successors.

3. Understand Your Transition Options — Compare family succession, management buyouts, employee ownership, third-party sales, and other exit strategies.

4. Protect Your Employees, Customers, and Legacy — Explore how thoughtful planning minimizes disruption while preserving the business you've built.

5. Create Your Action Plan — Gain practical next steps and resources you can begin implementing immediately.

Join us on August 19th for an interactive in-person workshop sponsored by Northeast Bank. The workshop will be led by Gary O'Hearn, a person with more than 50 years of experience in executive leadership and business consulting.

This event is offered in partnership with Northeast Bank.

Event Schedule:

8:00 – 8:30 AM — Registration & Complimentary Continental Breakfast

8:30 – 8:45 AM — Introductions with Northeast Bank and SCORE Twin Cities

8:45 – 9:45 AM — Keynote Speech with Gary O'Hearn

9:45 – 10:00 AM — Break

10:00 – 10:45 AM — Optional Roundtable Discussion or Networking

*Please note that parking is available in a surface lot south of Broadway on Marshall (kitty-corner from the Northeast Bank building)

Presented By: Gary O'Hearn