Securing Your Legacy: How to Navigate Business Succession

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Planning for the transition of a business is one of the most important steps an owner can take. It’s an opportunity to ensure the legacy built continues to thrive. Business owners are invited to join an empowering webinar designed specifically for small business owners. The webinar will explore the essential steps for navigating business succession, transitioning leadership, or preparing for a sale.

What you’ll learn:

Examining your options
Significance of tax planning
How to leverage SBA loans
Conventional loan opportunities
Employee Stock Ownership Plan considerations

Originally aired on: Thursday November 13th at 01:00pm ET | 12:00 PM CT | 10:00 AM PT.

Speakers

Nanette Reid

Business Banking Regional Executive

U.S. Bank

Min Yoo

Senior Wealth Strategist

U.S. Bank

Erik Daniels

Head of SBA Lending

U.S. Bank

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Investment and insurance products and services including annuities are:
NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

SBA loan funding is subject to credit approval, program, and eligibility guidelines. Financing maximums and terms are determined by borrower qualifications and use of funds. U.S. Bank, SBA, and/or third-party SBA fees may apply and vary based on the type and term of the loan. Some restrictions apply to refinancing options.

Credit products offered by U.S. Bank National Association and subject to normal credit approval. Deposit products are offered by U.S. Bank National Association. Member FDIC.