Passing the Torch: Effective Business Succession & Transition Planning

Description

Join us for this free, in-person seminar designed for business owners thinking ahead. Hear directly from attorneys, advisors and professionals who have guided businesses through growth, mergers, and ownership transitions. You’ll gain practical insights to help you prepare, whether your transition is near or years away.

Make plans to attend: Passing the Torch: Effective Business Succession & Transition Planning REGISTER HERE TODAY!

WHEN: August 21, 2025 | 5 - 7 pm
LOCATION: The new Crowne Plaza Hotel Ft. Myers Gulf Coast - 9931 Interstate Commerce Drive Fort Myers, FL.
RSVP & register by August 13, 2025 

EVENT SCHEDULE:
5-5:30 p.m. Check in and networking
5:30-6:15 p.m. Panel Program
6:15-6:30 p.m. Q&A
6:30-7 p.m. Networking

The statistics for Business Owners is not good. They need to know about the importance of Transition Readiness.

Business Owners always tell me, “I’m not planning to exit my business for a long time. Why do I need an Exit Plan?” 

4 reasons Business Owners should start Exit planning now and be Transition Ready:

1. 50% of all Business Transitions are unplanned.* (Death, Disability, Divorce, Disagreement, Distress).
2. Over 70% of the businesses that are put on the market don’t sell.
3. 70% of Owners have no formal current Estate Plan that includes provisions for the business.
4. Only 30% of family-owned businesses transition to the 2nd generation and only 12% to the 3rd.

*Source: Exit Planning Institute – State of Business Owner Readiness Survey (2023) 

Unlock valuable insights from decades of hands-on experience guiding businesses through the complexities of growth, mergers, acquisitions, transitions and legacy planning. Don’t miss this opportunity to prepare for one of the biggest events of your lifetime and your most valuable asset: the Transition of your Business.