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Seminars and Events

Upcoming Event:

Business Owner Workshop Series

Part 3 – Transitioning from business ownership to the next stage

Date & Time: June 10th 10am

Location: Online

BUSINESS OWNER WORKSHOP SERIES - 3 Parts

This series is for anyone wanting to monetize their business and either sell or create liquidity, led by the President of IBA (a firm that has completed over 4,200 business transactions), the CEO of Heritage Wealth (the Forbes #2 ranked wealth management firm in WA), and the SVP of Heritage Bank (a community bank and SBA lender with over 90 years of experience). We will share top strategies for maximizing the eventual sale price of your business and minimizing the taxes due, with case studies of companies that have worked through very successful exits. Even if you’re not planning to sell in the next several years, we’ll be covering techniques that in some cases need to be executed years in advance, so that when you do eventually sell, you have more control of the ultimate outcome.


Part 3 – Transitioning from business ownership to the next stage

Part 3 will cover:

Entrepreneurial success opens many potential doors: retirement, estate planning, philanthropy, etc. Learn how to secure the maximum proceeds from a sale to benefit yourself, family, and favorite charities. We will cover:

  • Top negotiated elements (transition agreements, tax allocation, etc)
  • Turning the proceeds into passive income streams that grow and outpace inflation
  • Proactively reducing the taxes on those income streams (tax holidays, stacking of deductions, tax bracket optimization, tax shifting, philanthropy, etc)
  • Succession planning

Date: Thursday June 10th  Time: 10am

Location: This is an online event.

Register Here

If you missed the second webinar in the series, an audio recording of the session is available for review here:

If you missed the first webinar in the series, an audio recording of the session is available for review here:

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