Transition & Exit Planning: Why, When & How?
November 11, 2021 @ 8:00 am - 9:00 am

- This event has passed.

Transition Planning is the holistic approach to designing an exit strategy that maximizes the value of your life’s work.
About this event
Why should you plan?
- Effective transitions take years , planning is key to avoiding risk and lost opportunities
- Peace of mind knowing that every potential issue regarding your transition has been examined and addressed by experts
- Position your business for transfer in any market condition
- Protect & optimize your family and legacy in a business sale & estate administration
- Maintain control over your ownership interest until all aspects of your financial security have been met
- Address legacy issues if you’re keeping the business in the family
- Formulate leadership strategies to foster business stability and growth , enjoying increased profit and minimal retirement risk
- Protect your legacy and financial investments; and ensure security for you and your family
- Protect business and personal assets from risk or loss
- Mobilize Now! Engage your leadership; discuss options; and challenge assumptions and conclusions