Join us for our April Small Business Lunch & Learn, an educational series designed to empower entrepreneurs and small business owners with the tools they need to grow and succeed.

This month, we’re excited to welcome Mark Cernicky, who will guide attendees through the essential elements of creating a Sound Business Transition Plan — exploring strategies to protect your legacy during and after the transition process. Whether you're preparing to sell, pass down, or restructure your business, having a clear transition plan is critical to preserving the value you’ve worked hard to build and positioning your business for long-term success.

This seminar is for informational purposes only and does not constitute investment, legal, or tax advice.

Key Takeaways:

1. Understand Your Value: Most business owners don't know what their business is worth. Learn why valuation is the foundation of any successful transition strategy. 
2. Plan for Succession: With over one-third of business owners lacking a formal succession plan, discover how to identify potential buyers and structure a smooth handoff. 
3. Succession Planning Considerations and Mistakes: A will directs the disposition of your personal assets, but may not be effective for disposing of your business. 

 Agenda:

11:30 am – 11:40 am – Network, Grab food
11:40 am – 11:45 am – Elevate introduction & Speaker Introduction
11:45 am – 12:40 pm – Mark Cernicky | Old Hall Green Wealth
12:40 pm – 1:00 pm – Q/A
1:00 pm – Event adjourns

About the Speakers:

Mark Cernicky, CFA, CFP®

With over 25 years of financial services experience, Mark has helped individual investors and business owners navigate complex financial considerations. He excels at translating sophisticated financial instruments into clear, actionable strategies, empowering his clients to pursue their long-term goals with confidence.

He is a CFA® charterholder and CFP® professional , and a University of Chicago MBA graduate, Mark has experience working with institutional and individual clients. His background includes advising international institutional investors and managing portfolios for hedge funds and insurance companies.  This provides a broad perspective and a deep appreciation for the unique objectives of every client.

 Mark works with clients to develop strategies tailored to their specific financial circumstances and objectives.

Mark Cernicky is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A registered Investment Adviser. He is a Registered Representatives offering securities through NYLIFE securities LLC (Member FINRA/SIPC), a licensed insurance agency. He is also an agent of New York Life Company (”New York Life”). Eagles Strategies and NYLIFE securities are New York Life companies, Old Hall Green Wealth is not owned or operated by New York Life, NYLIFE Securities LLC or Eagle Strategies LLC.  Neither New York Life nor Old Hall Green Wealth provides tax, legal, or accounting advice. Please consult your own professional for tax, legal and accounting advice.

If you are a tenant of the DLAB, you will be receiving an email with a coupon code. Please still RSVP so we ensure we have enough room to accommodate attendees. If you RSVP and no-show, you will be billed.  If you are not a tenant of the DLAB there is a fee.  This is an in-person event. 
*A tenant of the DLAB is someone whose business is inside the David Lust Accelerator Building (DLAB).* 

The deadline to register is April 12!

If you have a food intolerance or allergy, please email events@elevaterapidcity.com so we can accommodate this ahead of time.

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