BUSINESS EXIT STRATEGIES – 3-PART MASTERY SERIES

For business owners and entrepreneurs, business is always personal. Whether you are starting, growing or exploring a transition of your business, we can help you along the way.

Join us for a 3-part mastery series! With a combined experience of nearly 75 years working with business owners and entrepreneurs, our team has the tools and perspective to help develop comprehensive solutions that address your personal financial objectives and family dynamics, as well as issues specific to your business.

We recommend you sign up for all three events in our 3-part series, so you get the maximum benefit:

Thursday, April 22nd, 12:00 Noon-1:00 PM

Business Valuation – What’s My Business Worth?

During this session, you will learn about seven of the non-financial factors that buyers look at when valuing your company and what you can do now to increase value. Also, why attracting the best buyer makes a difference.

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Thursday, April 29th, 12:00 Noon – 1:00 PM

Business Improvement – What Can I Do to Improve My Business?

During this session, you will learn a step-by-step approach to increasing your business’s value for a successful exit.

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Thursday, May 6th, 12:00 Noon – 1:00 PM

Optimize the Outcome – Can You Afford to Retire?

During this session, you will learn how you might structure the deal to generate more retirement income, pay less in taxes and create more legacy for the family – all with less risk.