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Succession Planning: Leveraging the Investment of a Lifetime

Nearly 65% of all small businesses in the U.S. will attempt to transition to the next generation of ownership in the next five years. Statistics show that, without help, more than half will fail.

This Leveraging the Investment of a Lifetime workshop will help business owners understand what you can do to ensure the family-owned or closely held business you've built provides a funding source for your retirement and continues to create jobs for your local community.

  • Have you ever wondered what you are going to do with the business you've built?
  • Are you depending on your business to fund your retirement?
  • Do you feel confident that you have the right successor, or ANY successor in place to take over the business you worked so hard to create?
  • Do you worry about how you might be able to leave your business someday while protecting the jobs your company provides?

Join Lisë Stewart, a popular speaker, author and nationally recognized expert on family-owned businesses as she shares 7 important tips for ensuring that the business you built can become a source of financial security, a vehicle for leaving your legacy and an opportunity for continuing to create jobs for the people you care about in your community.

Using humor, case studies and common sense, Lisë will provide a wealth of tips and ideas to implement in your own business, as well as provide information on where to find resources you may need to reach your goals.

Expert Panel Q&A - This group will address a range of tips that business owners can use to build their company's value, productivity and long-term sustainability. Among the panel experts will be Certified Family Business Advisor Jacqueline Kelleher, Esq. of law firm Stafford, Piller, Murnane, Plimpton, Kelleher & Trombley. This 2-hour session is ideally suited for Owners, Advisors, and Executive Managers of family-owned and closely-held companies in NNY.

When/Where: Sept. 15th in Plattsburgh, NY AND Sept 16th in Watertown, NY; each session runs 1:30 p.m. – 5 p.m. Fee to attend is $50/person. Pre-registration is required. Hurry, seats will fill fast!

More Info and Register by Sept. 9th.