Sustaining a Legacy, Succession or Sale

This workshop is a second in a series of preparing your business for succession, handing it over to the next generation, another family member or selling the business. This workshop looks at the financial aspects succession. Learn the Basics: • Sustainment Strategy vs Exit Strategy o Valuation – knowing what your business is worth o Return on Equity, Investment o Future Viability • Strategy o Trust, Wills, and Insurance o How to utilize these important vehicles in succession planning • Tax Implications o Learn the tax implications of the various succession routes.

Speaker(s): Abel Soares III - a Certified Public Accountant (CPA) who has earned his Certified Financial Planner and Personal Financial Specialist credentials. Abel is amongst the only 1% of CPA's nationwide who hold the Certified Financial Planner designation.

It is a non-refundable workshop unless Hawaii SBDC Network cancels. Pre-registration required at our website www.hisbdc.org. If payment not received at the time of registration, it will be cancelled automatically! The link will be emailed to the email address you registered with the day before, after 3:00pm. If the link is not in your inbox, please check your "spam" mail. The Hawai’i SBDC is a program of the University of Hawai‘i at Hilo funded in part through a Cooperative Agreement No. SBAHQ-21-B0076 with the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA. Hawai‘i SBDC services are extended to the public on a nondiscriminatory basis. Language assistance services are available for individuals with limited English profi- ciency as well as reasonable accommodations can be made for persons with disabilities. Please give two weeks advance notice and arrangements can be made by calling (808)241-3148. Hawaii SBDC is an equal opportunity employer.

Fee: $ 15.00

We accept MasterCard & Visa only. No cash payments.