Insight3 -Learn, Grow, Succeed

Did you know nearly 50% of U.S. businesses are family-owned and planning for succession? Without a clear plan, businesses risk disruption, lost revenue, and losing top talent. This half day event will bring a CPA, attorney, SBDC, and SBA as information sources on the topic:

1: Unlocking the Value of Your Business - CPA addressing the methods one might consider and the dollars and sense behind it.

2: Attorney led will walk you through your options, key considerations for a smooth transition, and practical steps you can take in the interim planning—even if you’re short on timing.

3: Bridget Moon, Economic Development Specialist/Veterans Business Development Officer/SCORE Liaison of the Dallas/Fort Worth District Office, U.S. Small Business Administration led by the SBA will bring us around to the business financing topic.

Trinity Valley SBDC supports entrepreneur and existing business. We provide guidance for those considering an acquisition or general financing for lender expectations and the documents they will need to secure financing to structure a loan.

Trinity Valley SBDC is a partnership program with the U.S. Small Business Administration, the State of Texas, and Trinity Valley Community College. Advising services are offered by Trinity Valley SBDC without regard to race, color, age, national origin, religion, sex, or disability. Special provisions will be made for limited English-speaking individuals and those with disabilities. Those interested may contact us at 903-675-7403.

The North Texas Small Business Development Center Network is funded in part through a Cooperative Agreement with the U.S. Small Business Administration and Dallas College. The North Texas SBDC is an Accredited Member of the Association of Small Business Development Centers. SBDCs are supported by the U.S. Small Business Administration and extended to the public on a non-discriminatory basis. The SBA cannot endorse any products, opinions or services of any external parties or services.

Tisha Dodge

Dodge Legal Group SPC

Main 888.314.5141

Cell 214.683.5677

Offices in Dallas and Fort Worth

Tisha Dodge believes an entrepreneur can make a profit and serve a greater good. Her law firm, Dodge Legal Group, SPC, is the first, and presumed only, Texas Social Purpose Corporate Law Firm in Texas and provides legal services to social enterprises, start-ups, established businesses, and non-profits, empowering you with legal knowledge to maximize business growth.

Practice areas include: business formations, contract law, employment law, intellectual property, and Internet law known as cybersquatting (domain name disputes). Tisha is able to assist you with legal advice as a lawyer and with practical advice as a fellow business owner. In the first six months of opening her own business, she doubled her previous annual income. She now provides services to help other business owners to achieve the same success and to give back to the community that helped her. Tisha has been selected to assist in national conference training for Small Business Development Professionals (sponsored by the U.S. Small Business Administration) from across the U.S., Canada, and Latin America 2012-2025. Her firm was also selected under the CARES Act to provide educational seminars and legal advice at no cost to small business owners in Texas to assist in Covid-19 recovery. She has also been selected to provide seminars to lawyers on setting up their own law firms and represents several law firms.

Bridget Moon

Economic Development Specialist/Veterans Business Development Officer/SCORE & SBDC Liaison

Dallas/Fort Worth District Office

U.S. Small Business Administration

150 Westpark Way, Suite 130

Euless, TX 76040

Office: (817) 684-5526

Cell: (817) 266-3486

bridget.moon@sba.gov

Michael, Corley, CPA

469.759.9080

Miranda Perry | Business Advisor

Trinity Valley Small Business Development Center

201 W Corsicana, Ste 6

Athens, TX 75751

(903) 675-7403

Jennifer Johnston, MBA, EDFP

Director | Trinity Valley Small Business Development Center

201 W Corsicana, Ste 6

Athens, TX 75751

(903) 675-7403

www.tvccsbdc.org