2026 Lunch & Learn Webinar - Business Succession Planning

Small Business Essentials - Expert Insights for Your Business

This 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.

Cooper Levenson presents this lunch & learn and will focus on "Don't Leave It To Chance: Protecting and Passing On Your Business The Right Way.
Description:
Navigating 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:

• 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.
• 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.
• 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.

 By the end of this session, you’ll have a clear framework for making informed succession decisions—before circumstances force your hand.