Succession Planning: Virtual Workshop Series

Succession Planning Workshop Series Are you thinking about what’s next for your business? Whether you’re considering retirement, passing the business to family, or selling to employees, it’s never too early to start planning.

Join Certified Exit Planning Advisor Michael Balstad for a free 3-part virtual workshop series designed to help small business owners navigate the path to a successful transition. With over 20 years of experience supporting business owners, Michael will walk you through the steps of planning your exit in a way that meets your personal, financial, and business goals.

Dates: Thursdays – August 7, 14, and 21, 2025 Location: Online (Zoom link will be sent after registration) Cost: Free

You’ll learn: • How to assess your readiness and set exit goals • Key strategies for maximizing value before a transition • Employee ownership options and other succession pathways

This series is perfect for business owners, advisors, and nonprofit leaders who support small businesses. Attend…