Workshop 1 – Succession Planning and Consideration of How to Sell Your Business

  • February 12, 2020
    7:30 am - 10:00 am


Beyond Your Business: Valuation, Optimization and Liberation
This will be an informative discussion about addressing one of the biggest decisions business owners must decide: To Sell or Not To Sell. Business owners, company CPAs, and immediate family members of small and large companies are encouraged to attend this workshop.
Speakers at this event will be:


  • Kei Sasaki, Wells Fargo
  • Tim Rahr, Wells Fargo
  • Beth Robillard, Wells Fargo
  • David Bowman, Wells Fargo
  • Andrew Bostian, BlumShapiro
  • Steve Geanacopoulos, Adler Pollock & Sheehan

For more information, visit:


1 Orms St., Providence, Rhode Island, 02904, United States