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Succession Planning: Strategies and preparations for a strong exit
We invite business owners and senior leaders to join Kaiser Permanente and partners to learn about the benefits of proactive succession planning and to explore topics like:
* Securing a lasting legacy for the business and its founding owner
* Improving profitability to maximize exit value
* Considering options such as key employee buyouts, strategic sales to competitors, mergers and acquisitions, and employee ownership transitions

The webinar will be led by Sam Brownell of Stratus Wealth Advisors, a firm specializing in business valuation, succession planning, retirement planning, and asset management, and Miyaka Cochrane of Project Equity, a nonprofit that provides one-on-one support to companies as they explore and implement partial or full employee ownership.

As a special bonus, Stratus Wealth Advisors and Project Equity will offer free 30 minute joint consultations to all webinar attendees.

This webinar is part of Kaiser Permanente’s Business Resiliency through Employee Ownership initiative that supports the needs of many business owners who are searching for ways to strengthen their business, retain workers, and, in some cases, sell their company. KP’s partners in this project, Project Equity and Obran Cooperative, help companies meet these goals by guiding and transforming them into powerful employee-owned enterprises.

Aug 17, 2022 11:00 AM in Pacific Time (US and Canada)

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