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Planning and Executive Successful Montana Business Transitions – 9/30 – 12:00PM MST – Online

September 30 @ 12:00 pm - 1:30 pm



In the US today, there are over 7 million private companies that have owners that over the age of 55 and there has been $1.5T raised to buy those companies. In addition, Montana continues to attract strategic acquirers looking to capitalize of the state’s economic growth (#8 in the US) and tailwinds tied to a national reverse migration (leaving cities for rural locales).


Whether transitioning to the next generation/key employee, selling to a competitor or a private equity firm, planning is key to a successful outcome.


We welcome you and your clients to participate in a 90-minute session hosted by the Chamber covering legal, accounting, wealth management, valuation and succession planning topics.


Topics include:

·     Succession planning

·     Legal and estate planning

·     Tax & Accounting implications

·     Wealth Planning

·     What acquirers are seeking

·     Current M&A market review & valuation discussion


When: September 30, 2020, 12P-1:30P MST


Where: Online via Zoom, RSVP here



·     Ray Round, D.A. Davidson

·     Bill VanCanagan, Datsopoulos, Macdonald and Lind

·     Vu Pham, Endgame Solutions

·     Dana Springer, WipFli

·     James Thompson, Alexander Hutton

·     Todd O’Hair, Montana Chamber of Commerce

·     Kiah Hochstetler and Dawn McGee, Goodworks Ventures






Thank you to the Chamber’s Treasure State Members!



MONTANA CHAMBER OF COMMERCE | http://www.montanachamber.com


September 30
12:00 pm - 1:30 pm

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