The presentations on the 18th of September in Santa Fe, NM with NPRRA went well. Below is the presentation materials we used in the Succession Planning session. Of course, the meat of the content is what we talked about and is not included in the presentation itself. Feel free to give my office a call to learn more.
In other news, but on a related topic, several advisors and I are hosting a workshop on Wednesday, Sept. 30, at 7:30 am at AmFirst Bank in Greenwood Village, CO, I will be presenting on Buy-Sell Agreements as a part of a group of advisors, including Jeff Campbell who was with me in Santa Fe, NM. Jeff will be addressing retirement planning, John Stedeford from AmFirst and Rhonda Pritchard will address debt issues and financing, and Bart Writer will be moderating.
This is the first workshop we are doing and we plan to present several more as we get moving. If you are interested in attending a workshop on Succession Planning, Exit Planning, or related issues, please give me a call. We are interested in the topics you would find most helpful, and for input on how best to do a workshop that provides value for busy owners of small and medium sized businesses.