How to Help Business Owners Avoid the 3 Most Common Traps to Selling their Companies (& Funding their Retirement)(4-6pm Event)

Date: Tuesday, July 11, 2017
Time: 4:00pm - 6:00pm
Location: FATE Brewery, Boulder
Speaker: Pamela Dennis, Ph.D.

Sponsored by Longmont Community Foundation / Eric Hozempa

4-6pm Event with CE (CLE, insurance, CFP credit applied for, CPA credit available)

Who should attend?  Advisors whose clients include:

  • Business owners of small to mid-size privately owned enterprises - from sole proprietors to LLCs, to S and C corporations
  • Early, mid and late stage owners wanting to improve the value of their companies for an eventual ownership transfer and retirement
  • the reluctant estate planner

Objectives: What will you take away?

  • Valuable information about the biggest pitfalls your clients face in transferring ownership and how to avoid or remedy them
  • Empathy for their struggles
  • Data on the impact of advisors on business value
  • A set of tools to guide your client conversations
Related Document(s):

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