Panel Discussion on Small Business Succession Planning and ValueBuilder (in-person and online)

This is a panel discussion workshop in-person and online.

Are you a small business owner looking to prepare your business for sale in the next five years or more? Our upcoming panel discussion is designed to guide you through the process of succession planning, ensuring you maximize the value and smooth transition of your business.

Meet Our Expert Panelists:

• Meghan Hillegas, Director of Capital Acquisition and Growth Services, Pennsylvania SBDC Lead Office         
  • Value Builder and how the software can be used
     
• John McMurtry, Entrepreneur in Residence, Duquesne University SBDC
  • CPA and our EIR Taxes Accounting etc.
     
• Denis Olson, Senior Business Consultant, Duquesne University SBDC
  • His experiences with buy/sell and succession planning
     
• Brian Kahle, Esq. and Jennifer Bittel Derby, Esq., Tucker Arensberg Attorneys
  • Legal Implications
     
• Tom Weikel, Senior Loan Officer, Live Oak Bank
  • Key Aspects of SBA Lending in Buy / Sell Business Situations
     
• Sam Meister, MBA, CBI, Managing Broker, First Choice Business Brokers Pittsburgh
  • How to use Broker services concerning business
     

Key takeaways:

1.       Understanding the Importance of Succession Planning: Recognize the significance of planning for the eventual sale or transition of your small business.

2.       Value Builder as a Strategic Tool: Learn how to leverage Value Builder to enhance the value of your business.

3.       Optimizing Business Operations: Gain insights into strategies to optimize operations, streamline processes, and increase profitability.

4.       Maximizing Sale Price: Understand the factors that contribute to a higher sale price and how to implement Value Builder principles.

5.       Navigating Succession Challenges: Receive guidance on navigating challenges such as leadership transition, talent retention, and preserving the business legacy.

Register today to secure your spot and gain valuable insights from our expert panelists!

Speakers:

Meghan Hillegas, Director of Capital Acquisition and Growth Services, Pennsylvania SBDC Lead Office  

John McMurtry, Entrepreneur in Residence, Duquesne University SBDC

Denis Olson, Senior Business Consultant, Duquesne University SBDC

Brian Kahle, Esq. and Jennifer Bittel Derby, Esq., Tucker Arensberg Attorneys

Tom Weikel, Senior Loan Officer, Live Oak Bank

Sam Meister, MBA, CBI, Managing Broker, First Choice Business Brokers Pittsburgh

We look forward to seeing you there!