Succession Planning Seminar

On Wednesday, May 18th, 8am-12:30pm, DCEDC and the Door County Visitor Bureau are pleased to present a free, half day seminar on succession planning for Door County business owners at the Paul J. Bertschinger Community Center, 7860 Highway 42, in Egg Harbor. Topics to be addressed during the half-day seminar include: Introduction to Business Succession Planning, Transitioning a Family Business, and Business Valuation. The agenda also will provide for facilitated small group discussion and networking opportunities. Speakers will include legal experts, accountants, realtors and business owners from Door County and across the state of Wisconsin.

Maybe you think a succession plan isn’t necessary because you never intend to retire. But what if you were to die unexpectedly or become ill and can no longer do the job? Who will take over? If you’d like your business to continue beyond your involvement, establishing an appropriate and effective succession plan is a vital part of your business. Join us to learn about succession strategies you can use in your business now and into the future, and to learn about the alternatives you should consider when establishing your plan.

Agenda:

8-8:30am – Registration/Networking/Coffee
(Refreshments sponsored by Door County Coffee & Tea and Federated Insurance)

8:30am – Welcome – Sam Perlman & Phil Berndt

8:35-9:20am – Introduction to Business Succession Planning – Marcus Loden, von Briesen & Roper

9:30-10:15 – Panel Discussion: Transitioning a Family Business – Sue Schierstedt, Wisconsin Family Business Forum, UW- Oshkosh, Moderator; Anton Doneff (The Doneff Company), Bob Starr (ERA/Starr Realty) and Lynie Vincent (N.E.W. Plastics Corp).

10:30-11:15 – Panel Discussion: Business Valuation– Mark Jinkins, Pinkert Law Firm, Moderator; Vicki Stangel (Stangel Accounting and Tax Office, S.C.) and Dennis Starr (ERA/Starr Realty)

11:30-12:15 – Facilitated roundtable discussions with speakers (4-5 small discussion groups)

12:15-12:30 – Feedback, thank you and adjourn

Read the Speaker Bios

To attend this free seminar, please RSVP via e-mail to cindy@doorcountybusiness.com.

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