Successful business ownership transitions will ensure business continuity and keep jobs! Transitions might include selling the company to management or employees, bringing in an outside investor or selling to a third party. With good planning, they help the owner increase wealth, preserve their life’s work, minimize taxes and manage family business issues.
As a former business owner who successfully guided her business for fourteen years until it was acquired in 2004, Jane discovered how much time, planning, and preparation were necessary in order to consummate a transaction, achieve her goals and ensure the continuity of her business. This experience fueled her desire to assist other business owners with their ownership transitions.
Jane is a CPA, a certified business exit consultant (CBEC), a certified merger and acquisition advisor (CM&AA), and a professional family business advisor (FBA). In 2010, she received the Excellence in Exit Planning Achievement Award from Pinnacle Equity Solutions.
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Tue, Oct. 8, 2024 - 8:30am - 10:00am
Thu, Oct. 24, 2024 - 8:30am - 10:00am
Tue, Oct. 29, 2024 - 8:30am - 10:00am