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DTSTART:20150326T150000Z
DTEND:20150326T163000Z
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SUMMARY:Succession Planning for Business Owners: Breaking Down the Concerns
DESCRIPTION:Co-sponsored by Scott Valley Bank and Bell Investment Advisors\n\n\n\nHost & Speaker:\n\nChris Morin\n\nExecutive Vice President\, Scott Valley Bank\n\n\n\nSpeakers:\n\nJim Bell\, CFP \n\nPresident & Founder\, Bell Investment Advisors\n\n\n\nForrest Ryan Bell\, CFP \n\nSenior Investment Advisor\, Financial Planner\,\n\nBell Investment Advisors\n\n\n\nFor business owners\, succession planning is something that is often put off forever  like cleaning out your garage or completing your revocable trust. It can be a daunting project. In this workshop\, we will break down the concerns and distinctions of succession into manageable bites. We will drill into the important differences between management succession and ownership succession. We will also specify the unseen consequences to banking and credit facilities when there is a succession of ownership. There will be much more you will not want to miss.
X-ALT-DESC;FMTTYPE=text/html:<p>Co-sponsored by Scott Valley Bank and Bell Investment Advisors<br />\n<br />\nHost &amp\; Speaker:<br />\n<strong>Chris Morin</strong><br />\nExecutive Vice President\, Scott Valley Bank<br />\n<br />\nSpeakers:<br />\n<strong>Jim Bell\, CFP<sup>&reg\;</sup></strong><br />\nPresident &amp\; Founder\, Bell Investment Advisors<br />\n<br />\n<strong>Forrest Ryan Bell\, CFP<sup>&reg\;</sup></strong><br />\nSenior Investment Advisor\, Financial Planner\,<br />\nBell Investment Advisors<br />\n<br />\nFor business owners\, succession planning is something that is often put off forever&mdash\; like cleaning out your garage or completing your revocable trust. It can be a daunting project. In this workshop\, we will break down the concerns and distinctions of succession into manageable bites. We will drill into the important differences between management succession and ownership succession. We will also specify the unseen consequences to banking and credit facilities when there is a succession of ownership. There will be much more you will not want to miss.<br />\n<br />\n<br />\n<br />\n&nbsp\;</p>\n
LOCATION:Scott Valley Bank\, 2001 Gateway Place\, Suite 135\, San Jose\, CA 95110
UID:e.1392.4493
SEQUENCE:3
DTSTAMP:20260515T182715Z
URL:https://business.oaklandchamber.com/events/details/succession-planning-for-business-owners-breaking-down-the-concerns-03-26-2015-4493
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