Description

Most small business owners have the majority of their wealth tied up in the business, so when it comes time to retire, they often face the challenging, exciting, and mysterious process of selling. The two biggest factors for owners tend to be the price, and the employees. Small business owners are accomplishing both of these by selling their companies to their employees, gaining market rate liquidity, while protecting their business, employees, and legacy for the long term.

This “Lunch and Learn” will be packed with practical ways you can get involved right away! Key takeaways:

• What are the benefits of employee ownership relative to a private buyer?
• What are the local tax benefits available to owners who sell to their employees?
• Who have the local success stories of profitably selling to their employees? 

This month's lunch is provided by

 Thank you TBK Bank for making this event possible.

Refunds are available through the Friday before the event. After that date, no refunds will be issued, but registrations may be transferred to another attendee.