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Succession Planning – Developing an Exit Strategy
October 13, 2022 @ 12:00 pm - 1:30 pm
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What happens when you are ready to leave your business? Are you going to sell, close or hand the business to successors? Join us to discuss the steps that may be best when you are ready to move on. We’ll talk about how to establish an exit strategy which includes the actual succession plan, transfer of ownership, and paying taxes.
Walter Carey:
With a business consulting backgorund and 20 years of service in the U.S. Air Force, Walter helps entrepreneurs and families prepare for the future.
Carlos Ortega:
Carlos Ortega has over 19 years of banking and financial services experience. As a business banking specialist, he understands that all business owners have different needs and finding a tailor-made solutions and recommendations is essential to help business customers thrive in our community.
Sidney Taylor:
Sidney Taylor is originally from Houston, TX. He is married to his beautiful wife Sharday and have two amazing kids name Sydney and Sebastian. Prior to banking, Sidney owned an insurance agency for 6 years. Sidney has over 15 years of financial industry experience.
Funded in part through a Cooperative Agreement with the U.S. Small Business Administration.