Bradley Behrendt

Please join us for: Preparing for a Successful Succession

Topics will include:

• Business succession planning requires addressing financial, legal, and tax considerations and often  involves a coordinated team of advisors to navigate complexities effectively. 

• Owner readiness is crucial—many business owners struggle with questions like “Will I have enough money?”, “What is my business worth?”, and “What’s the best way to sell?”

• Exit strategies vary and may include intrafamily transfers, sales to key employees, or external buyers—each with unique challenges and opportunities.

• Common issues in business exits include unclear valuation, tax liabilities, leadership gaps, and emotional readiness.

• Having the right team—including legal, tax, and financial professionals—is essential for a smooth and successful transition out of the business.

With years of experience in the field, they will share invaluable insights and practical knowledge to empower attendees in making well-informed decisions.