NW College of Construction 78111 NE Holman St Portland, OR 97218

Do You Have a Retirement plan or a viable succession strategy?

Join us for an insightful session hosted by John Karasaki of PGE, where we will explore advanced planning strategies for transitioning your business to the next generation, whether that be your children or your employees.

We’ll cover critical aspects, including when to start your retirement plan, how to prepare effectively, and the execution of that plan, featuring insights from Loren Watts of Watts Heating.

Additionally, we will discuss a recent sale involving another HVAC contractor, outlining the steps taken and the future commitments associated with the transition, presented by Mark DeFrancisco from Heat Relief.

To conclude, we’ll share a report on a company that has successfully passed into the third generation. We’ll delve into how this remarkable transition occurred, the challenges faced, and the acceptance from employees, with insights from Keith Burton of Ben’s Heating.