Exit Planning 3-Part Series


How to Exit Your Business…With Money in Your Pocket and Peace-of Mind

Have you thought about exiting your business? Many business owners make the mistake of waiting too long to plan their exit or never prepare at all.

Whether you are planning on transitioning your business to the next generation, selling it to an outside party or your employees, exit planning has to be on your radar.

Join us for a 3-part informative series on the ins and outs of exit planning. Topics include:

  • Preparing You and Your Business Prior to Transition
  • Get More of What You Want - A Proven Process for Successful Transitions
  • The Law & Estate Planning
  • Estate & Gift Tax
  • Valuations
  • Exit Planning & Tax Concerns

Learn more