Join us for this 3-session event for a powerful session insights from a CPA, attorney, SBDC, and SBA.
Did you know nearly 50% of U.S. businesses are family-owned and planning for succession? Without a clear plan, businesses risk disruption, lost revenue, and losing top talent.
Session 1 led by a CPA will discuss valuing your business, the methods one might consider and the dollars and sense behind it.
Session 2 led by an attorney will walk you through your options, key considerations for a smooth transition, and practical steps you can take in the interim—even if you’re short on time.
Session 3 led by the SBA will bring us around to the business financing topic.
Trinity Valley SBDC supports entrepreneur and existing business. We provide guidance for those considering an acquisition or general financing for lender expectations and the documents they will need to secure financing to structure a loan.
Agenda:
9:00a.m. SBDC Intro: Grow with Purpose
9:15a.m. Unlocking the Value of Your Business. M Corley, CPA
10:30a.m. Business Succession Planning -Tisha Dodge
12 :00pm Business Financing - Getting Lender Ready - SBA
1:00 PM Concludes
About our speakers:
Michael Corley, MBA, CPA helps businesses optimize processes around financial reporting. As his title indicates, accounting is his expertise and background also includes auditor. An entrepreneur himself, he has also evaluated business for acquisition and will share insights on unlocking the dollars and sense.
Tisha Dodge, Dodge Legal, UTA Arlington Professor & Attorney, and speaker at America's SBDC National Conference brings strategic guidance to business owners for succession planning.
We are honored to have Bridget Moon, Economic Development Specialist/Veterans Business Development Officer/SCORE Liaison of the Dallas/Fort Worth District Office, U.S. Small Business Administration with us for this event. Bridget brings 28 years of experience with the SBA as well as her own entrepreneurial journey to speak from.
This event will have a fee and will include lunch. Please register with Kaufman Chamber of Commerce for the event. You may also call us at 903-675-7403 if you have questions.
Trinity Valley SBDC is a partnership program with the U.S. Small Business Administration, the State of Texas, and Trinity Valley Community College. Advising services are offered by Trinity Valley SBDC without regard to race, color, age, national origin, religion, sex, or disability. Special provisions will be made for limited English-speaking individuals and those with disabilities. Those interested may contact us at 903-675-7403.
All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the U.S. Small Business Administration or other funding partners.
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