October, 2016 Thursday


Business Transitions Seminar

Brickstone Ballroom

Vancouver, 105 West Evergreen Boulevard

“Avoid the If Only…..” –

Imperatives for Businesses in Transition

 If only….I had thought about my successor

 If only….I had a trusted advisor

 If only….I had a plan of where I was “going to” after retirement

 If only….I had built a relationship with a banker

Someday you will transfer your business to new owners. Will it be a transition to family, a trusted employee, or a sale to a third party? The resulting transition may be the single largest financial transaction of your life. Now is the time to start planning for it. If you are the owner of a closely held business you will want to join us for this educational and memorable afternoon.


* Jeff Taylor – Senior Relationship Manager, KeyBank;

* Kristin Kautz –  Southwest Washington Account Executive, Impact Washington

* Scott Phillips – Managing Partner TruNorth Partners

* Jennifer Fern – Senior SBA Specialist, Keybank

Event Agenda

3:30 PM Registration/Networking

4:00 PM – 5:30 PM Program

5:30 PM – 7:00 PM Cocktails/Appetizers

Place: Brickstone Ballroom – 105 W Evergreen Blvd, Vancouver, WA 98660

Registration: Jeff Taylor ( 360-449-8059 ) or jeff_w_taylor@keybank.com OR


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