Wasatch Front Business Transition Seminar

January 15, 2020 8:00 am - 12:00 pm Joseph Smith Memorial Building - 15 E S Temple, Salt Lake City, UT 84150
  • January 15, 2020, 2019 8:00 am – 12:00 pm
  • Joseph Smith Memorial Building – 15 E S Temple, Salt Lake City, UT 84150

Purpose

  • Create and cultivate a knowledge network for managers, executives, and owners of small and medium sized enterprises to help them plan for, and more effectively navigate, the complexities of a business transition.

Business Transition Seminar Experience

CVF Capital Partners has been hosting Business Transition Seminars since 2012.

  • Participants have included:
    • Entrepreneurs and management teams – with a focus on family-owned businesses
    • Lawyers/Accountants
    • Commercial Lender
    • Investment Banks / M&A Advisors
    • Capital Providers (CVF)
  • Sacramento Business Transition Seminar (2015) with local business professionals and the Sacramento Business Journal
  • Business Transitions Seminars in Portland, OR,  San Diego, CA and Sacramento, CA.

Inaugural Wasatch Front Business Transition Seminar

Wasatch Front Business Transition Seminar September 19, 2019

  • A collaboration between the Center for Growth and Opportunity at Utah State University, CVF Capital Partners and leading business service and advisory professionals to create a focused learning experience where entrepreneurs, small to medium sized enterprise owners and business executives can discover the essential elements of a well-executed business transition strategy.
  • The Seminar will consist of two information-rich panels that will target both the advisory practice and experience elements of business transitions. In addition, there will be time for discussion and networking opportunities with all Seminar participants.
    • The expert panel will include topics in accounting, finance structure, banking, law and business consulting
    • The experience panel will draw upon the success and failure of business owners, executives, and entrepreneurs, who have recently participated in a business transition event. This panel is designed to share knowledge about what NOT to do and what TO DO to increase the probability of an effective business transition experience.

Preliminary Seminar Agenda

Joseph Smith Memorial Building
September 19, 2019

8:00 to 8:30
Continental Breakfast – Networking
8:00 to 8:30
Welcome
8:45 to 9:45
Business Transition Experience Panel:
Business owners and executives that have experienced both successful and transitions that were fraught with unnecessary frustration. Seminar attendees will get first-hand insight on how to effectively work with business advisory services and how to avoid potential pitfalls.
9:45 to 10:00
Networking break
10:00 to 11:00
Professional Advisory Services Panel:
Attorneys, accountants and financial service providers who are qualified to answer questions regarding the comprehensive set of business services that underscore effective preparation for, and execution of, a successful business transition
11:00 to 11:30
Networking

Event Information

January 15, 2020 8:00 am - 12:00 pm Joseph Smith Memorial Building - 15 E S Temple, Salt Lake City, UT 84150
Register Now

Organizers

The Center for Growth and Opportunity

Location

Joseph Smith Memorial Building - 15 E S Temple, Salt Lake City, UT 84150

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