Who should attend and how many people can I bring?

Principle business owner, partner(s), significant others, or future family/partner owners. Please limit attendance to yourself and 2 guests.

Is this really only about education?

There will be no sales pitches or offers made during this event – we are here to help you understand the process and think through the many complexities involved in exiting a business. Host contact information will be provided for attendees who wish to follow-up after the event.

What about my competitors and confidentiality?

We recognize transitions are often a sensitive topic. You want to maintain control of when & how information is shared. Our invitation process is designed to ensure only 1 business can attend from an industry category. If your category is occupied, you will be notified & placed on our priority list.

Our hosts have subject matter expertise and previous experiences with many types of transitions. The team includes advisors from: legal & estate planning, M&A, financial planning, tax strategy, wealth planning, commercial banking/lending, insurance, value growth advising, and leadership coaching.

Greater St. Louis Free Business Owner Transition Planning Roundtable

By Jon Lazarow

Overview

Learn how to strategically navigate a successful transition exiting your small to mid-market business at our owner roundtable discussion!

Transition Strategies for Small to Mid-Market Businesses: Owner Roundtable Discussion

Successfully transitioning from a business is hard. As an owner, it is never too early to start thinking about and developing your end-game exit plan...only too late. During this free private in-person roundtable discussion, you'll interact with leading local business advisors on all the aspects necessary to plan for a successful exit, execute a successful transaction, and develop a meaningful transition plan for your life and financial future.

Join us at Harness Financial for an educational session on strategies tailored to provide businesses and families with valuable insights and practical tips on navigating transitions effectively. Whether you are looking to understand and explore your exit options, ensure a smooth family succession or employee buyout, or grow to maximize the value of your business to secure financial freedom, don't miss out on this opportunity to connect with like-minded professionals and gain valuable knowledge to propel your life and business forward!

The event will last around 1.5 hours, please plan to join us after for networking with fellow business owners and your event hosts while enjoying hors d’oeuvres and beverages.

Category: Business, Startups

Good to know

Highlights

2 hours
In person

Location

11433 Olde Cabin Rd suite 250

11433 Olde Cabin Road

#suite 250 Creve Coeur, MO 63141

How do you want to get there?

Driving Public transport Biking Walking

Agenda

Transition Strategies for Small to Mid-Market Businesses

It is never too early to plan your transition from your business - only too late! Whether you intend to sell the business, pass it on to family members, or sell it to employees or partners, the process can be confusing, complex, frustrating, and very costly without proper planning. This event will give you the education you need to formulate a strong Transition Exit Strategy. The topics we will cover include: Transition Strategy Timelines • Types of Purchases • Proper Transition Planning • Types of Exits • Business Valuation • Types of Buyers • The Transition Process • Choosing When to Exit • Why Transactions Don’t Close. You will have the opportunity to have your questions answered plus time to network with other owners and the event hosts while enjoying complimentary hors d’oeuvres and beverages.

Frequently asked questions

Organized by

Jon Lazarow

Followers

--

Events

--

Hosting

--