Eisenhower Carlson is proud to be part of the free Business Transition Forum taking place at LeMay – America’s Car Museum on June 6, 2017 from 2:00 to 6:00 p.m.
In coordination with the Tacoma Chamber of Commerce, join moderator C.R. Roberts (formerly of the News Tribute) and local experts to discuss options for business owners looking to sell or transition out of their companies.
The local experts include:
- Anita Eixenberger, CPA, Johnson Stone & Pagano, P.S. (http://www.jspcpa.com/)
- Todd Blodgett, Esq., Eisenhower Carlson PLLC (https://www.eisenhowerlaw.com
- Craig Dickens, Founder, Merit Harbor Capital (http://www.meritharborgroup.com)
- Martin Smith, MAAA and Jason Totedo, CFA, AGP Wealth Advisors (http://www.agpwealthadvisors.com)
Topics to be covered include:
- Defining your objectives
- The financial plan
- Valuations
- Legal considerations
- Tax and estate structuring
- Building a plan
- Packaging your business for sale
The panelists will speak from 2-4 p.m., with complimentary drinks and hors d’oeuvres from 4-6 p.m. The first 50 attendees receive free museum admission from 12-1:30 p.m.
To register for this free event, please click the following link: http://www.tacomachamber.org/events/details/business-transition-panel-7903
