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Lunch-N-Learn: Business Succession Planning 101

August 18 @ 11:30 am - 1:00 pm

Succession Planning 101 introduces business owners to the importance of proactively planning for the future transfer of business ownership and leadership. The session highlights the risks of inaction, particularly in light of the aging ownership population, and reframes from succession planning as a long-term business strategy rather than a one-time project.

Participants will walk through when and where to start, the role of trusted advisors, and Northspan’s three-phase approach, Discover, Prepare, and Decide, designed to protect business value, ensure financial security, and preserve legacy while positioning businesses to grow or transition successfully.

11:45 Buffet begins; 12:00 Luncheon Starts; 1:00 Adjourn

$15*/ Member         $20*/Non-members

RSVP here!

Supported by partners:

           

Details

  • Date: August 18
  • Time:
    11:30 am - 1:00 pm

Venue

  • Timberlake Lodge Hotel
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