- Date
- Location
Join CLA for a complimentary seminar to gain insights into strengthening value for your enterprise and positioning it for eventual sale or succession. You will explore ideas for supporting and enriching yourself, your family, and your workforce — no matter where you are in the business lifecycle.
At the end of this session, you will be able to:
- Learn ways to help reduce risk to your family, your business, and your future
- Identify what can impact your business value and create sustainability
- Know how to keep the family unified so you can set up the next group of leaders for success
- Develop a path to meet your personal and financial goals while leaving the legacy you want
- Build a team of trusted advisors
- Begin your journey to transition your business effectively and leave on your own terms
Who should attend
This session is designed for family-owned business owners and shareholders.
Schedule
8:30 – 9 a.m. — Registration and networking
9 – 9:15 a.m. — Overview and Intro
9:15 – 10:00 a.m. — Building Value and Sustainability
10:00 – 10:15 a.m. — Break
10:15 – 10:40 a.m. — Working with Family
10:40 – 11:00 a.m. — The Succession Path
11:00 – 11:45 a.m. – The External Sale Path
11:45 a.m. – 1 p.m. — Working Lunch and Q & A
1:00 p.m. –Closing Remarks
Location
Top Golf Tampa
10690 Palm River Road
Tampa, FL 33619
Please register by February 28, 2025.
Can’t make it?
Check out our event calendar to see what else is happening.