4/17 Exit Planning Seminar

Exit Planning relates to a Business Owner preparing to:
Exit his business and Transition it to:
- His family OR
- His internal team OR
- A 3rd party

In whole or in part, Now or in the future. .

What will be covered:

 Planning Your Business Exit: Strategies for a Successful Transition, this is a focused seminar designed to help business owners prepare for a successful and profitable exit.

 The session begins with an overview of exit planning:
what it is, why it matters, and common exit options such as third-party sales, management buyouts, family succession, and ESOPs.

 Participants will hear about defining their personal and financial goals, assess their readiness, and understand how businesses are valued. Key value drivers and strategies to enhance business attractiveness will be discussed.

The seminar will also cover essential legal, tax, and financial considerations, including estate planning and preparing for due diligence. Attendees will gain insight into building the right team of advisors to guide their exit.

 Leadership transition and succession planning are addressed to ensure continuity and stability during the exit process. The session concludes with a live Q&A panel and a networking opportunity with peers and experts.

Who should attend?
- Business Owners considering a transition with intention
- Business Owners at large, knowing that 50% of Exits are not voluntary. due to the 5D’s: Death -Disability - Divorce - Distress - Disagreement.