- Date
- Location
We regret to inform you that registration for this event is now closed, and the full seminar series has been cancelled. Please visit our event calendar to explore upcoming opportunities.
Planning for a business transition is the process of identifying and developing the next generation of leaders and owners for your business. It’s a crucial step for promoting the continuity and sustainability of your business, as well as enhancing its value and protecting its legacy.
In today's volatile and unpredictable world, it’s essential to have a plan for protecting your assets, your business, and your family from the unknown.
Join CLA for a complimentary series of seminars that will touch on business succession, estate planning, and opportunities for selling your business to an outside third party.
Series moderator: Jim Heilman, Principal, Tax
Speakers: Todd Churchill, CAAS Chief Financial Officer, and Heather Parbst, Director, Ownership Transition Advisory
- Why planning matters — Building a legacy that goes beyond financial outcomes
- Common roadblocks — What gets in the way and how to move through them
- Clarifying your end goals — Financial security, family harmony, continuity across generations
- How proactive planning strengthens your current business and its future
Series moderator: Jim Heilman, Principal, Tax
Speakers: Lori Litan, Principal, Tax; Mark Lewis, Director, Insurance Services; Chad Dolly, Director; and Vishshrut Garg, Director
- Tax legislative update — One, Big, Beautiful Bill
- Derisking using insurance and other risk management tools
- Valuing your business for gift and estate tax purposes
- Using various trusts to transition your business
Series moderator: Jim Heilman, Principal, Tax
Speaker: David Shapiro, Director, Investment Banking
- Overview of the sale process
- Understanding the value of your business
- How to prepare for a sale process
- Third-party buyers — Private equity/Strategic partners/Family office
Schedule
9:45 – 10 a.m. — Registration
10 a.m. – noon — Session
Noon – 1 p.m. — Lunch and networking
Location
Owatonna Country Club
1991 Lemond Road
Owatonna, MN 55060
Questions
Contact the CLA Events Team at CLAevents@CLAconnect.com.