Transition & Exit Planning: Why, When & How?

November 11, 2021 @ 8:00 am - 9:00 am

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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


Kruse Oaks Conference Center
5300 Meadows Road
Lake Oswego, OR 97035 United States
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