Succession, taxes and what comes next
Join Solarity Credit Union, Petersen CPAs and Advisors and Holt Wealth Management for a free seminar designed to help Central Washington business owners protect their legacy and plan for the future.
Learn the key steps to prepare your business for the road ahead, from succession planning and tax considerations to preserving what you’ve built and positioning your business for a successful transition.
Ready for what’s next? Whether you’re passing the business to the next generation, transitioning ownership or planning your next chapter, get the insights you need to move forward with confidence. Reserve your spot.
Event details
Wednesday
September 16
110 N 5th Ave
Yakima, WA
Networking: 4:30 - 5 p.m.
Presentation: 5 - 6 p.m.
Featured speakers
Ryan Smith
CPA | ABV | PFS | Partner
Petersen CPAs and Advisors
& Solarity Board Member
Alex Ditto
CFP | CEPA
Financial Advisor
Holt Wealth Management
Ian Zimmerman
VP, Commercial Business
Sales Manager
Solarity Credit Union
Why should I attend?
This seminar is built specifically for Central Washington business owners who want practical insights (not theory). You’ll leave with:
A plan to protect what you’ve built
Identify the key decisions and steps to help you prepare for a smooth transfer of ownership.
A clear view of tax considerations
Explore how taxes can affect your plans and what to consider as you map your next move.
Options to fund the transition
Explore financing strategies that can help make a change in ownership financially achievable.
Known locally. Trusted professionally.
At Solarity, we're dedicated to empowering local businesses and fueling growth that propels our community forward. Whether you're launching a new startup or steering an established enterprise, our business banking services are built to support you at every stage of your journey.
From tailored checking and savings accounts to flexible credit options and essential services like ACH and merchant services, Solarity equips you with the professional tools needed for success.
We are committed to working as hard as you do, ensuring your business thrives and continues to contribute to the vibrant fabric of our community.
Watch: Meet Ismael, owner of Valencia Fencing in Wenatchee, and see how finding the right financial partner helped him move beyond the challenges of traditional banking.
Business banking resources
Business account documentation checklist
Ready to open a business account? Let's start by making sure your paperwork is in order. Click below to review the documents you’ll need based on your business type.
Open checklist
Commercial loan calculator
Curious about how much financing your business could qualify for? Use our commercial loan calculator to explore your options and plan your next move with confidence.
Let's do the math
Business credit cards
Empower your business with Solarity’s Business Credit Card, offering flexible spending limits, competitive rates and the technology you need to manage expenses and streamline cash flow with ease.
Learn more