North Coast SBDCEureka and Crescent City California

Simple Steps for Exiting Your Business (Business Succession Program)

Simple Steps for Exiting Your Business (Business Succession Program)

Friday, February 8, 2019 10:00am to 12:30pm
50 (lunch included)

The 2019 Business Succession Program kicks off with an overview of your exit options and considerations for owners planning to sell or retire--whether in one year or ten. This is an excellent starting point for those of you who want a refresher or missed SBDC’s 2018 Business Succession Conference. You’ll need this grounding to benefit from future workshops diving deeper on business valuation, buy-sell agreements, negotiation, and much more. Participants will be asked to complete an 18 question self assessment beforehand. All participants will sign a Confidentiality Promise and agree to ground rules. Lunch will be provided.


Mike Balstadt is a Regional Business Advisor with the Northern California Small Business Development Center, and a Certified Family Business Specialist with MassMutual Financial Group in Roseville, CA. He specializes in coaching business owners on creating a sound exit that protects both family and business financial interests.

Do you want to join the small, confidential peer coaching group facilitated by leadership coach Richard Borough? Expert facilitated peer support process running in parallel with Business Succession workshops. Confidential. For business owners only. 10 spots. No cost.  Sign up with Director Leila Roberts  by 12 pm Thursday, February 6th at or (707) 445-9720 x212 

Do you want to sign up for a speed consulting session after the workshop? Please see the list of speed consulting opportunities below and contact Leila to reserve your spot:

  • The family / business planning aspects of your business exit: 30-45 minutes with Mike Balstadt at 1 pm, 2 pm, 3 pm or 4 pm (Saturday appointments are a possibility)
  • The family / personal values and goal-setting aspects of your business exit: 30-45 minutes with Richard Borough at 1 pm, 2 pm, 3 pm or 4 pm 

Special Considerations. Please contact Center Director Leila Roberts,, o (707) 445-9720 x212 if any of the following applies to you...

  1. If you want to bring someone to a workshop who is not an owner. We will accept additional members of the exit team on a case by case basis.
  2. If you want to be part of a confidential peer coaching group that meets in between workshops. First peer coaching meeting is Friday 2/8 at 9 am. Future meetings will be decided by the group. (see details above)
  3. If you want to pose a concrete question or challenge to one of our experts during a private "speed consulting" session after the workshop. (see details above)

About the Business Succession Program

The 2019 Business Succession Program is an interactive, practical guide to your business exit. Best for owners who want intensive, hands-on help to engineer a sound exit in the next 1-10 years. Whether it’s selling to new owners or transferring to inheritors, this is your springboard to a smart exit. Do you want to register for another workshop in this series? Please see the list of workshops at

Please contact Director Leila Roberts with questions and needs: or (707) 445-9720 x212

Peggy Murphy
707-445-9720 x210
Prosperity Center Conference Room
520 E Street

Apply Now

It all starts here. Complete the application and submit your request. A member of the SBDC will follow up with you and help you achieve your small business goals -- at no cost to you.
English French German Italian Portuguese Russian Spanish

Funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA or HSU Sponsored Programs Foundation.