Do You Wonder:
- What is a successful exit plan?
- How far in advance should I be planning for my exit?
- What are the steps I can take now to achieve my goals for my exit?
Wonder no longer… this webinar will help answer these questions.
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Alison has more than 25 years of experience in strategy, operations, mergers and acquisitions and delivering business-to-business client solutions.
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Ed started his business over 50 years ago, grew the largest landscaping company in CT at that time and successfully sold it. He’s been in your boots and knows how to help you grow and make more money.
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How do you know what you don’t know?
Attend this virtual seminar for an overview of exit planning.
Owners who evaluate their options and prepare in advance for their exit achieve the best results.
Here’s What You Will Learn:
- When should I start?
- What are the steps in the process?
- What are my options for exiting?
- Who coordinates all of the pieces among the business, estate, retirement, insurance and other advisors
- How to make sure you minimize your taxes in this transaction.
Participants Will Receive Tools Including:
- Personal & Financial Readiness Questionnaire
- Business Readiness Checklist
- Succession Planning Questionnaire
- Range of Values Chart
