2018 San Francisco Small Business Week Conference has ended
Thursday, May 17 • 3:00pm - 4:30pm
Succession Planning and Employee Ownership LIMITED

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Limited Capacity seats available

Succession Planning and Employee Ownership
Time:  3:00 - 4:30 PM
Category:  Business Basics

This workshop will train attendees on how to prepare for business succession needs among retiring business owners.  Often viable mid-size businesses close due to a lack of succession planning.  This workshop will address the potential impacts on San Francisco businesses.  Attendees will learn how to help employees buy businesses from retiring owners by converting them to employee ownership. Attendees will learn the basic conversion process, see case studies of businesses that have become employee-owned, and understand the field of partners and specialized technical expertise needed to complement the role of a local guide. Get practice identifying businesses in your community that are well-suited for employee ownership and help owners explore this opportunity!


Co-sponsorship Authorization #18-0912-39. SBA’s participation in this cosponsored activity is not an endorsement of the views, opinions, products or services of any cosponsor or other person or entity. All SBA programs and services are extended to the public on a nondiscriminatory basis.

Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact Noah Brod, noah.brod@sba.gov.


Keith Goldstein

Owner, Moxie, Everest Waterproofing

Monika Hudson

Director, USF Gellert Family Business Resource Center
avatar for Todd Leverette

Todd Leverette

Program Manager of Legacy Business Initiatives, Democracy at Work Institute (DAWI)
Todd Leverette is the Program Manager of Legacy Business Initiatives at the Democracy at Work Institute (DAWI), where he works with business owners, economic developers & community members to expand the world of employee ownership.  He is a former Wall Streeter and co-founder of... Read More →

Thursday May 17, 2018 3:00pm - 4:30pm
San Francisco Small Business Administration (SBA) 455 Market Street, 6th Floor, San Francisco, CA 94105