Wednesday Workshop

Rochester Regional Chamber Hosts Workshop: Success Over Survival: Planning Strategies Your Business Can’t Live Without

Many business owners are misinformed on how to put a true dollar value on their business since they’re preoccupied with day-to-day operations. Business valuation is a critical first step for business owners to be prepared for the four D’s of a business exit. Creating a realistic succession plan with a solid exit strategy is essential, especially if you’re counting on income from the business after you retire.

Presenters: Donna DeGennaro has been in the Financial Industry for 30+ years and Michelle Harm has her BA in Business/Economics. Licenses in Life/Series6/Series63. They have combined 45+ years of experience.  Since 2011 their goal has been to provide families and business owners with assistance in building their financial freedom.

*Registered Representative of and Securities and Investment Advisory services offered through Hornor, Townsend, & Kent (HTK). Registered Investment Advisor, Member FINRA/SIPC. 8770 Bryn Mawr, Ste 1200, Chicago, IL 60631 (733)380-8000.  The Heartland Group and DeGennaro Financial are independent of HTK.