January 13, 2025 - Colby Schlicker
Business Transition Leadership Forum: Strategic Growth and Exit Planning Unlocking Value for Your Business
Whether it's 5, 10, or 25 years down the line, understanding the steps needed to achieve a smooth and happy transition is crucial.
Join us at the Business Transition Leadership Forum, an event designed to provide entrepreneurs and business owners with critical insights on planning ahead. This forum will cover:
Space is limited for this panel event. We will cap capacity at 30 attendees. This event will offer invaluable insights for those looking to proactively map out their business’s future.
Thursday, January 30th, 2025 4:00 Doors Open | 4:30 Program Begins
Migration Brewing 2828 NE Glisan Street, PDX
Speakers:
- David Sumpter - Lewis & Clark Bank (Banking)
- Nick Mesirow - Moomaw Mesirow & Godfrey (Legal)
- Scott Baraehr - Lewis Group CPAs (Tax)
- Mark Grubbs - WestPac Partners (Wealth Management)
Don't miss out on this opportunity to gain strategic guidance and ensure your business is well-prepared for the future.
David Sumpter, VP / Relationship Manager at Lewis & Clark Bank, speaks to a packed room of 30 attendees on how your bank can help a business owner (and their advisory team) find ways to add value to a business entity through growth strategies, such as lending programs, and understanding the details within their finances.
Read more...Join the thousands of satisfied clients who trust Lewis & Clark Bank with their financial security. Whether you're a business owner or a depositor, our tailored security solutions are designed to meet your unique needs.
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