Lunch & Grow: Business Succession Planning - Understanding your Exit Options: Key Considerations for Business Owners
Date and Time
Wednesday Mar 25, 2026
11:30 AM - 1:00 PM CDT
Location
HBASE Office
Fees/Admission
$15
Lunch & Grow: Business Succession Pla...
Description
Presenters from WealthSage Advisors of Raymond James - Jennifer Sherman, MA, AIF®, Senior Vice President, Investments, Branch Manager and Amanda Feldkamp, Vice President, Investments, CRPCTM, CEPA®
Thinking about the future of your business? This session introduces the major exit options available to owners – such as internal transfers, management buyouts, and third-party sales- and outlines the factors that influence timing and readiness. Gain a clearer picture of what questions to ask and why planning ahead matters.
