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Innovate865 Investor Series: Preparing Your Business for an Ownership Transition
May 12 @ 5:00 pm - 7:00 pm
Are you considering transitioning your business? Whether a family business generational transition or a private sale of a business, the process requires detailed planning and execution to be successful. This session will focus on “when to start,” the “type of expertise” you should engage, and “how” to prepare a business to effectively execute an ownership transition.
The expert panel consists of experienced individuals who have been very successful business owners, operators, buyers & sellers, investors, strategic executive consultants, financial consultants, and transaction specialists. They bring a deep set of specific experiences and knowledge to this topic. The panel members include:
- Randy Smith, Partner, Tradewinds Advisory
- Jason Chung, Partner, Tradewinds Advisory
- Grady Vanderhoofven, President and CEO, Three Roots Capital
- Moderator: Chris Miller, CFO, Three Roots Capital