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This was created because we have worked with too many business owners that have gotten to the time of transitioning into retirement and their market value is well short of their expectation or need. Although originally designed to help businesses as they prepare to sell, the material covered is relevant to businesses earlier in the life cycle as well. Applying these simple principles can increase profitability and help owners create more time.
Designed to help business owners get educated that will be looking to sell and retire in the next 5 years. Created from real world experience, business owners will get answers to questions and concerns on the transition process, from planning stages through post-close.
This is a great opportunity for business owners to gain access to quality trusted advisors to better understand the process and have access to education before costly mistakes happen.
An overview of exit planning to help business owners plan in advance for that day to turn over the day-to-day operations and transition into retirement or their next venture. It is important to plan ahead instead of being forced into decisions (often from health issues or significant changes in their business).
For businesses exploring the idea of succession planning through employee ownership: Employee Stock Ownership Plans (ESOP) – Worker Cooperatives – Employee Ownership Trusts
This workshop was created for entrepreneurial organizations that wanted to help their students and/or clients. We enjoy helping the business community and entrepreneurs build great working relationships through authentic connections. Networking at its best is about quality connections not collecting the most contacts.