

# Event Details

- **Event Name**: Workshop: Business Transitions: Planning Ahead for Value, Continuity, and Legacy
- **Event Start and End Date**: Thu, 16 Jul, 2026 at 09:00 am – Thu, 16 Jul, 2026 at 11:00 am
- **Event Description**: Many business owners expect to “figure it out later” when it comes to succession or selling their business—often leaving value on the table or facing unnecessary stress. This workshop provides practical, educational guidance for business owners who want to understand their options long before a sale is imminent.

Led by Carmel Business Sales, this session will walk attendees through the fundamentals of business transition planning, common pitfalls owners face, and steps they can take today to protect and enhance the value of their business—whether they plan to sell in one year or ten.

This is a non-promotional, information-driven workshop designed to empower business owners with clarity, confidence, and foresight.

Workshop Speaker: Carmel Business Sales specializes in guiding business owners through thoughtful, well-planned transitions. With experience across a wide range of privately held businesses, the firm focuses on education, preparation, and strategic planning—helping owners make informed decisions aligned with their financial goals and personal legacy.
 
Learning Objectives / Key Takeaways

Attendees will leave with:

- A clear understanding of what makes a business transferable and attractive to buyers
- Insight into timing a sale vs. planning early—and why early preparation matters
- An overview of valuation drivers (financial, operational, and emotional)
- Common mistakes business owners make when exiting—and how to avoid them
- Options for transition, including internal succession, third-party sale, or partial exit
- A practical exit readiness checklist they can begin using immediately
- **Event URL**: https://allevents.in/santa-cruz/workshop-business-transitions-planning-ahead-for-value-continuity-and-legacy/200030248026756
- **Event Categories**: workshops
- **Interested Audience**: 
  - total_interested_count: 1

## Ticket Details


## Event venue details

- **city**: Santa Cruz
- **state**: CA
- **country**: United States
- **location**: The Santa Cruz County Veterans Memorial Building
- **lat**: 36.976478086682
- **long**: -122.02613226299
- **full address**: The Santa Cruz County Veterans Memorial Building, 846 Front St,Santa Cruz, California, United States

## Event gallery

- **Alt text**: Workshop: Business Transitions: Planning Ahead for Value, Continuity, and Legacy
  - **Image URL**: https://cdn-az.allevents.in/events1/banners/308905653fb6a1c883f8b0d9d53cf1dddacea32faba123dc05a0df89a24b69e1-rimg-w1200-h746-dc161714-gmir?v=1783766849

## FAQs

- **Q**: When and where is Workshop: Business Transitions: Planning Ahead for Value, Continuity, and Legacy being held?
  - **A:** Workshop: Business Transitions: Planning Ahead for Value, Continuity, and Legacy takes place on Thu, 16 Jul, 2026 at 09:00 am to Thu, 16 Jul, 2026 at 11:00 am at The Santa Cruz County Veterans Memorial Building, 846 Front St,Santa Cruz, California, United States.
- **Q**: Who is organizing Workshop: Business Transitions: Planning Ahead for Value, Continuity, and Legacy?
  - **A:** Workshop: Business Transitions: Planning Ahead for Value, Continuity, and Legacy is organized by Santa Cruz Area Chamber of Commerce.
- **Q**: Who is this event for? Is it right for me?
  - **A:** Workshop: Business Transitions: Planning Ahead for Value, Continuity, and Legacy is ideal for curious learners, students, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in Santa Cruz, this event is thoughtfully curated to deliver a standout experience worth every moment. If Workshop: Business Transitions: Planning Ahead for Value, Continuity, and Legacy sounds like your kind of event, don't wait - spots fill up fast.

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