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Cradle To Legacy Growth Planning Session

July 31 @ 2:00 pm - 3:00 pm

Cradle to Legacy Growth Planning Series!

Calling All Business Owners: Take Charge of Your Future with Succession Planning!

Calling All Business Owners: Take Charge of Your Future with Succession Planning!

Are you a business owner who wants to ensure the long-term success and continuity of your company? Join us for an exclusive Succession Planning Series, where you’ll gain invaluable insights from industry experts in banking, wealth advisory, accounting, and law.

Don’t leave the future of your business to chance. Learn how to strategically plan for the transfer of your business to the next generation or a chosen successor. Our panel of seasoned professionals will guide you through the crucial steps and best practices to safeguard your legacy.

During this interactive series, you’ll discover:

The importance of developing a comprehensive succession plan tailored to your business’s unique needs.

Strategies for identifying and grooming potential successors within your organization.

Key financial considerations and tax implications to maximize value and minimize disruptions.

Legal frameworks and agreements to protect your interests and ensure a smooth transition.

Proven techniques for maintaining family harmony and managing interpersonal dynamics throughout the process.

Whether you’re a small business owner or the head of a larger enterprise, this series will equip you with the knowledge and tools you need to navigate the complexities of succession planning effectively.

Secure your spot today and take control of your business’s future. Don’t miss this opportunity to learn from the best in the industry and position yourself for a seamless transition when the time comes.

Wednesday, Jan. 31 Q1 – Broker Panel

Wednesday, April 24 – Q2 – Wealth Advisor Panel

Wednesday, July 31 – Q3 – Accountant Panel

Thursday October 17 – Q4 – Attorney Panel

https://us02web.zoom.us/j/85400828999

Spaces are limited, so reserve your seat now! Contact us at info@ampac.com or visit our website https://www.ampac.com for more information.

Invest in your business’s longevity and legacy. Join us for the Succession Planning Series and set your business on the path to continued success for generations to come!

Venue

Online Event

Organizer

AmPac Business Capital, AmPac Tri-State CDC, Inc.
View Organizer Website