February 18, 2020, 12:00 PM - 1:00 PM @ Maui County Business Resource Center
This presentation will walk small business owners through some of the concerns they may have in planning for the continuation or disposition of their business. We will look at some of the things that might be considered to alleviate their succession planning concerns as such: types of assets and property, forms of businesses, valuing your business, buy-sell agreements, and wills, trusts and gifts.
Lis is an insurance advisor and financial strategist. She strives to help families, individuals and business owners become financially secure by offering road maps for handling money in a way that cuts stress and builds security. She works with clients to develop strategies designed to help them achieve their goals, protect their families, grow their businesses and preserve their wealth.
(808) 270-5770 Call to reserve a seat.