Event Name:
Your Business. Your Legacy. Your Next Chapter.
Description
Join us for an informative seminar designed for small business owners, featuring insights from a trusted attorney, CPA, and a panel of commercial lending and wealth management professionals. We’ll discuss key legal, tax, funding, and financial considerations every owner should understand when planning for a transition—whether that transition is years away or right around the corner. You’ll leave with a clearer picture of how to prepare your business for continuity, minimize risk, and preserve the value you’ve worked so hard to build.
Who should attend?
1. Business Owners 15 years from anticipated exit.
2. Majority business stakeholders.
3. Business owners who have not formalized a succession plan.
4. Family-led businesses.
5. Founder-led companies.
6. Owners planning for transition.
Event Date:
06-18-26
Event Time:
07:30 AM - 09:30 AM EST
Location:
Hubbard Room at the Serrick Center on campus of Defiance College
701 N. Clinton St.
Defiance, OH 43512
Contact Person:
Tim McDonough
(phone: 4197853632)
Details:
Event to take place at the Hubbard Room at the Serrick Center on the campus of Defiance College, 701 N. Clinton St., Defiance, OH 43512. Continental breakfast from 7:30-8:00 a.m. Presentation from 8:00-8:45 a.m. Ask the Team from 8:45-9:30 a.m.
Complimentary event, space is limited, RSVP by Thursday, June 11th to Taylor.Earhart@YourStateBank.com, or call 419.783.1607.
Links:
https://www.yourstatebank.com/