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16 May
Successful Succession Planning for Business Owners Dinner Seminar - May 16th, 2024

Description

Oregon Pacific Financial Advisors and TMT Business Services present this free seminar for business owners with $1M or more in annual revenue ready immediately or just contemplating exit/succession planning from their business within the next 5 years. 
 
During this event, you will learn how you can: 

  • Maximize the value of your business 
  • Retain maximum proceeds and reduce taxes when selling 
  • Set yourself up to enjoy what's next 

 

With so many businesses positioned to transition within the next 5 - 10 years, we are attempting to help the owners, the employees, and the community with the most advantageous transitions for all impacted. 
 
Royal Standley, President of Oregon Pacific Financial Advisors, Inc. has 20 years of experience helping business owners transition to retirement. He helps people understand where they are at financially, so they can make plans to achieve the life they have envisioned for themselves.  

Todd Tippin, of TMT Business Services, is an experienced owner, executive manager, and consultant with a highly successful history of building businesses. He is skilled in all elements of business development from start-ups through succession planning, and all phases of operations and management. 

United Planners is not affiliated with TMT Business Services. 

 

Date and Time

Thu, May 16, 2024

6:00p - 7:30p PST

Location

Rogue Valley Country Club

2660 Hillcrest Road
Medford , OR 97504

Note

Doors open at 5:45 PM. Dinner is included.

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PT1H30M

Event Registration