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Members have the opportunity to share their thought leadership on topics useful to our business community. Participants bring a bag lunch and meet monthly following the school calendar year.

Presented by Dean St. Marie of Bison Wealth Management, this session is designed to show business owners the importance of advance planning for the sale or succession of their business. Here are some possible topics and takeaways from the presentation:

• Does the assume estimated value of the business reflect the actual real world price that people are paying?
• How to know what a business is worth - valuation.
• Is your business an "A" business that will draw multiple offers and a good price or is your business a "C" business that will require a sub standard price to attract attention?
• What are the different parts of the business that may need attention? (Marketing, employees, operations, systems, manufacturing, customer retention)
• Will you seek a current employee, a family member or an outside buyer?
• When does it make sense to simply liquidate a business rather than seek a buyer?

Dean has worked 27 years a Registered Investment Advisor and has 13 years investment banking experience. He is a Certified Financial Planner, a Certified Exit Planner Advisor, former President of the Brevard/Transylvania Chamber of Commerce, and current Vice President of the Friends of Ecusta Trail.