Succession Planning Series: How to Buy a Business

Learn the keys to entrepreneurial success through business acquisition by attending this workshop.

Dreaming of being your own boss? Ready to dive into the world of business ownership, but not sure where to start? Look no further! This workshop is your roadmap to success in purchasing a business that fits like a glove.

From identifying the perfect match for your skills, goals, and lifestyle desires to navigating the intricate process of financing and closing the deal, our resident expert Certified Exit Planning Advisor Mike Balstad covers it all. Discover the secrets to making informed decisions, understanding what banks seek in financing options, and mastering the transaction process with confidence.

Don't just buy a business—invest in your future. Reserve your spot today and embark on your entrepreneurial journey with clarity and assurance. Let's turn your aspirations into achievements, one step at a time!

There is the option to attend via Zoom or in person.

The zoom option is free of charge.

The in-person option is $30 and provides you with lunch and an opportunity to network with other Lake County business owners. Please note that the instructor will be remote, not in person. The location will be Clearlake City Hall, 14050 Olympic Dr, Clearlake, CA 95422.

Your instructor:

Michael Balstad, CEPA is the founder of Bizleavable™, a company focused on educating and equipping business owners and their advisors with guidance, strategy, and technology to maximize and protect the value of their businesses, reclaim balance in their lives, and ensure that the eventual exit from their business occurs in the time, on the terms, and to whom they choose.

Michael earned his CEPA designation from the Exit Planning Institute®, and is an active member of a number of organizations serving the Business Advisory and Exit Planning communities. He’s helped entrepreneurs successfully navigate 7 and 8 figure exits, and acted as a Strategic Planning and Performance Management Consultant to a $150B organization with over 1,000 employees. He provides related advisory and curriculum/content development services to SBDC Northern California and other technical assistance organizations, delivers workshops and curriculum to varied audiences, and works collaboratively with his own small and lower-middle market business owner clients and their advisors toward outcomes designed to meet their unique financial, spiritual, and legacy-focused objectives.

After you pay for the ticket, you will have a choice of the following two lunch items from Rosey Cooks.

Korean Steak Sandwich (stir fry bell peppers, pickled sweet peppers, green onion, sweet chili aioli, fresh herbs and aged cheddar) with a green salad

OR
Hummus Rainbow Boxed Lunch (red pepper hummus, cucumbers, shaved red onion, carrots, fresh greens, marinated tomatoes, sprouts, herbed cream cheese) with a green salad.