Succession Planning Workshop for Door County Business Owners

Door County Economic Development Corporation and the Door County Visitor Bureau present…

Succession Planning Workshop for Door County Business Owners

Tuesday, October 20

8am-12pm

Baileys Harbor Town Hall, Corner of Highway 57 and County Road F

DCEDC and the DCVB are pleased to present a free workshop on succession planning for Door County business owners. Topics to be addressed during the half-day seminar include: Introduction to Business Succession Planning, Protecting Your Legacy: Probate Considerations, and a panel discussion on Preparing Your Business For Sale. The agenda also will provide time for questions and answers and networking opportunities. Speakers will include legal experts, accountants, realtors and other experts from Door County and across the state of Wisconsin.

This participatory workshop is designed to help small business owners understand and successfully navigate the process of developing a successful business transition plan. An essential strategic item for all businesses, this plan provides contingencies for a wide variety of situations, including family transitions, retirement, life changes or other causes. Our speakers will address ways that businesses can proactively plan to address some of the most common challenges encountered, and offer strategies that business owners of any age can use to maintain and grow the value of their business and establish an effective plan for the future.

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 (Sponsored by Door County Coffee & Tea Co.)

8:30am – Welcome – Sam Perlman (DCEDC) & Phil Berndt (DCVB)

8:40-9:40am – Introduction to Business Succession Planning – Richard Hauser (Pinkert Law Firm); Vicki Stangel and Tara DuBois (Stangel Accounting and Tax Office, S.C.)

9:45-10:15 – Protect Your Legacy: Probate Court Considerations – Jennifer Moeller (County of Door Register in Probate)

10:30-11:45 – Panel Discussion: Preparing your Business for Sale

  • How to Get Emotionally, Psychologically and Financially Prepared to Sell Your Business – Bob Wolter and Mike Schwantes (Creative Business Services/CBS-Global, LLC)
  • For What it’s Worth: Business Valuation – Vicki Stangel and Tara DuBois (Stangel Accounting and Tax Office, S.C.)
  • How to Keep Key Employees – Tony Goebel (5Gbenefits, LLC) .

11:45-12pm – Local resources, feedback, Q&A

12pm – Thank you and adjourn

Click here to read Speaker Bios

To attend this free seminar, please register via e-mail by Friday, October 16 to cindy@doorcountybusiness.com.

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