Business Transition & Charitable Planning
Professional advisors are often called when a business owner is ready to sell, transfer, or step away from a company. By then, many of the most valuable planning opportunities have already been lost.
This course will explore practical frameworks advisors can use to help business owners prepare earlier and more strategically for transition. Participants will learn frameworks to guide conversations around succession, legacy goals, and ownership transition, while exploring how charitable planning tools can support both tax objectives and long-term impact.
Attendees will gain practical strategies to strengthen client relationships, enhance collaboration among advisors, and help business owners move beyond planning an exit to creating a purposeful next chapter.
First Western Trust is a proud sponsor of the NoCo Foundation's professional advisor continuing education programs.
EVENT DETAILS
Date: Tuesday, October 6, 2026
Time: 8:30 – 10:00 AM
Location: NoCo Foundation, 4745 Wheaton Dr, Fort Collins, CO 80525
Registration is free - REGISTER HERE
LEARNING OBJECTIVES
Identify common transition-planning challenges that can diminish business value, limit planning flexibility, and create unintended consequences for owners.
Apply practical frameworks to help business owner clients clarify goals, assess transition readiness, and prepare successors before pursuing a transition strategy.
Recognize opportunities to integrate charitable planning and legacy discussions into transition conversations to support both client values and tax-planning objectives.
CONTINUING EDUCATION (CE) INFORMATION
This course will provide CLE, CPE, and CFP continuing education credits.
ABOUT THE INSTRUCTOR
Elizabeth Ledoux, Founder and Head Strategist of The Transition Strategists, is an entrepreneur, author, and professional speaker. She has founded several companies and has been recognized by The Harvard Business School for her work linking the growth and development of the entrepreneur to company success. Her tools, methods, and values-based approach deliver win-win results for businesses going through transitions, whether it be succession, growth, or sale. She is a thought leader who, for 30-plus years, has worked with companies and leaders in both the US and abroad to resolve issues and maximize opportunities related to transition planning.
Location:
NoCo Foundation, 4745 Wheaton Dr, Fort Collins, CO 80525
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