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.

Panel Details

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