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DTSTART:20260526T160000Z
DTEND:20260526T164500Z
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SUMMARY:2026 Lunch & Learn Webinar - Business Succession Planning
DESCRIPTION:Small Business Essentials - Expert Insights for Your Business\n\n\n\nThis series of lunch-and-learn virtual events will connect our small business owners with experts who provide practical\, actionable information to help avoid costly mistakes and support business growth.\n\nCooper Levenson presents this lunch & learn and will focus on "Don't Leave It To Chance: Protecting and Passing On Your Business The Right Way.\n\nDescription:\n\nNavigating business succession can be complex but planning ahead ensures your hard work continues to thrive. In this 30-minute session\, we'll cover essential strategies for small business owners\, including:\n\n\n Choosing the Right Successor: Evaluate whether your business should stay in the family\, transition to a key employee\, or be sold to a competitor. Identify the characteristics that make a successor a strong fit.\n Legal and Financial Planning: Learn which documents are critical\, from entity-specific agreements to estate planning\, tax minimization\, and probate avoidance. Understand how recent Supreme Court decisions may affect buy-sell agreements\, cross-purchase strategies\, and insurance considerations.\n Preparing for Life Events: Plan for retirement\, disability\, or unexpected death. Explore options like life insurance\, disability coverage\, and structuring agreements to protect both the business and its owners.\n\n\n By the end of this session\, you'll have a clear framework for making informed succession decisions before circumstances force your hand.\n\nThere will be time for Questions & Answers.
X-ALT-DESC;FMTTYPE=text/html:Small Business Essentials - Expert Insights for Your Business
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\nThis series of \;lunch-and-learn virtual events will connect our small business owners with experts who provide practical\, actionable information to help avoid costly mistakes and support \;business growth.
\n\nCooper Levenson presents this lunch &\; learn and will focus on "\;Don'\;t Leave It To Chance: Protecting and Passing On Your Business The Right Way.
\nDescription:
\nNavigating business succession can be complex&mdash\;but planning ahead ensures your hard work continues to thrive. In this 30-minute session\, we&rsquo\;ll cover essential strategies for small business owners\, including:
\n\n\n - Choosing the Right Successor: \;Evaluate whether your business should stay in the family\, transition to a key employee\, or be sold to a competitor. Identify the characteristics that make a successor a strong fit.
\n - Legal and Financial Planning: \;Learn \;which documents are critical\, from entity-specific agreements to estate planning\, tax minimization\, and probate avoidance. Understand how recent Supreme Court decisions may affect buy-sell agreements\, cross-purchase strategies\, and insurance considerations.
\n - Preparing for Life Events: \;Plan for retirement\, disability\, or unexpected death. Explore options like life insurance\, disability coverage\, and structuring agreements to protect both the business and its owners.
\n
\n\n \;By the end of this session\, you&rsquo\;ll have a clear framework for making informed succession decisions&mdash\;before circumstances force your hand.
\n\nThere will be time for \;Questions &\; Answers.
\n \;
\n \;
\n
LOCATION:Virtual Event - Via Zoom
UID:e.2391.6047
SEQUENCE:3
DTSTAMP:20260512T214136Z
URL:https://business.acchamber.com/events/details/2026-lunch-learn-webinar-business-succession-planning-6047
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