Exit Planning Strategies for a Successful Transition

A properly crafted exit plan allows a business owner to transition on their own terms, with the flexibility and confidence to make an informed decision when the timing is right. Exit planning is a long-term strategy that considers business and personal goals unique to each individual and situation. Whether transferring ownership to family, employees, or a third party, an exit plan will ensure an equitable payout.

This webinar will cover the basics of how to:

  • Assess and increase business value prior to a sale
  • Create an integrated financial plan for pre- and post- exit
  • Prepare your business and team for your exit
  • Identify opportunities for maximizing sale proceeds

Bring your questions! A brief Q&A will follow the presentation.

Tuesday, February 1
9:00 am

LIVE Webinar
Register Here

Free

Presented by:

Brent Haapanen

Brent Haapanen
Managing Director
DCA Partners

Karin Le

Karin Le
Senior Wealth Advisor
Capital Planning Advisors

Larry Hansen

Larry Hansen
Founder
Capital Planning Advisors