Buying and Selling Ownership Interests in WBE & Succession Planning Tips
The Women’s Business Center, Central Exchange and WBDC Kansas City are teaming up to bring you tools to navigate critical changes with industry expert and attorney, Michelle Kantor, McDonald Hopkins, as well as planning for them from a financial perspective, with Country Financial.
Ownership changes, equity investments, stock options, phantom stock, asset sales and succession planning must be done right. Any change in ownership can compromise your certifications if not done right. Michelle will provide guidance on structuring transactions, financing tips, due diligence, legal and practical tips to address in your negotiations and in your documents before the transaction closes. Lots of information and audience questions are encouraged.
11:00 Guest arrival, hors d’oeuvres and refreshments
11:08 Welcome remarks – Sherry Turner, President, Women’s Business Center
Courtney Thomas, Chief Executive Officer, Central Exchange
Ann DeAngelo, WBDC Kansas City Associate Director & WBENC Certification Agent
Ann introduces Michelle Kantor, Partner, McDonald Hopkins
11:20 Michelle Kantor - Buying and Selling Ownership Interests Presentation
12:50 Q&A and introduction of Country Financial
1:10 Rick Morgan, Country Financial presentation
1:30 Wrap-up
